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Wills, Trusts, & Estate Planning
Most people mistakenly believe that estate planning is only for those with substantial wealth or investments. However, estate planning involves much more than money and assets. Estate planning is a powerful way to protect you, your spouse, your children, and your legacy.
Benefits of Estate Planning
By planning ahead, individuals can ensure that in the event of a medical emergency, their wishes will be respected and a spouse or other individual will have the authority to make decisions on their behalf.
Additionally, parents should seriously consider implementing a plan for how their children under the age of 18 will be cared for if they become unable to do so. Most people have an idea, or have even spoken with someone about stepping in, but when tragic circumstances arise, even the best intentions become lost in deep emotions. The last thing that children need to endure in a traumatic situation is a custody battle between family members.
Of course, taking time to arrange for how your land, possessions, assets, and personal belongings will be distributed is incredibly important. By failing to make arrangements, the court system may be forced to make those decisions for you.
All that said, we take great pride in helping people avoid unnecessary or unpleasant complications in the future. The following are some of the many future-planning services we can provide:
Popular Will, Trust, and Estate Planning Services
WILLS
Create a customized plan for your assets and loved ones that takes effect when you pass.
HIPAA RELEASES
Designate to certain individuals the right to access your medical records in an emergency.
WEALTH & ASSET PROTECTION
Ensure that the wealth and assets you've worked so hard to build are passed along with as few interruptions and as much protection as possible.
TRUSTS
Create a trust that will give you a customized plan for your assets, that will go into effect as soon as it's created.
TRUST ADMINISTRATION
Ensure that a trust will be administered without unnecessary interruption or misinterpretation.
EXECUTORSHIP DUTIES
Assign an executor to take responsibility for your will to carry out your final wishes and distribute assets.
POWERS OF ATTORNEY
Create legal documents that appoint a person or organization as your agent to assist with your medical and financial affairs.
SPECIAL NEEDS PLANNING
Create a plan that can help ensure adequate care for an individual with special needs.
GUARDIANSHIPS & CONSERVATORSHIPS
Appoint a caregiver for your children or adults who are not able to care for themselves.
ADVANCE DIRECTIVE/LIVING WILL
Make your wishes known about certain end-of-life healthcare treatments.
CHARITABLE PLANNING
Structure final charitable donations to reduce tax consequences and maximize the benefits to the charitable organization(s) of your choice.