Legacy Planning & Living Trusts
Did you know you already have an Estate Plan?
Whether you’ve created one or not, you already have an estate plan in place. It’s either the government’s Probate plan or a personalized solution like a Revocable Living Trust.
The government’s default plan is often inefficient, costly, and time-consuming—leaving your loved ones to navigate unnecessary delays and expenses.
Take control of your legacy with a tailored estate plan designed to protect your family and your assets.
Ready to learn more?
LAST WILL & TESTAMENT & REVOCABLE LIVING TRUSTS
A Revocable Living Trust has many benefits beyond those that a will provides. In addition to naming who receives beneficial interests, or bequests, you can also specify when and how assets are distributed. Bypass the entire probate process, and avoid all the hassle, stress, cost, and loss of privacy in the probate process.
We can assist you with establishing the following:
Last Will & Testament - Names a guardian for minor children and dictates asset distribution upon death.
Children's Trust - Included in Last will & Testament.
Durable Financial Power of Attorney - Names and authorizes who is to make financial decisions if incapacitated.
Healthcare Surrogate Designation - Names the person responsible for making healthcare decisions if incapacitated.
HIPAA Authorization - Grants another person(s) access to private medical and mental health information.
Advanced Directive/Living Will - Instructs physicians intentions for life support if permanently unconscious/terminally ill.
Pet Trust - Designates a caretaker and money for the care of pet(s) upon the owner's death.
Free Spouse Plan
