Estate Planning

Estate planning is the process of organizing your affairs to ensure that your assets are managed and distributed according to your wishes after your death or incapacitation.

Estate planning involves creating legal documents that specify how your money, property, and other assets should be handled after you pass away or if you become unable to manage them yourself. This planning is crucial for ensuring that your loved ones are taken care of and that your wishes are honored. Key components of estate planning include wills, trusts, powers of attorney, and advance healthcare directives.

Key Documents in Estate Planning

  • Will
  • Deed/Transfer Upon Death
  • Trust
  • Power of Attorney
  • Conservitorship
  • Guardianship
  • Advance Healthcare Directive

Have you recently gotten married, divorced, or added a new member to your family? Need assistance or guidance in determining the next steps for creating, reevaluating, or modifying your estate plan. Discuss the options with us.