Regardless of your income, net worth or health – you need a basic estate plan.
Your estate plan is as unique as your fingerprint. It includes everything from what happens if you become incapacitated to managing your checking accounts to developing your retirement strategy.
How It Works
Estate planning is not a single document or a thick file outlining your personal wishes for your care or investments. Estate planning involves working with an experienced estate planning attorney to create a strategy for your future.
What to Expect
Our experienced estate planning attorneys keep estate planning simple and straightforward. We’ll begin by asking you a series of general questions to identify the parts of your estate that matter the most. Then we’ll translate your wishes and goals for the future into a sophisticated legal plan recognized by your state.
Understanding your estate and planning for your family’s future involves many moving parts. As you consider these tough questions, you’ll need to make hard decisions. Our experienced estate planning attorneys provide compassion and guidance on the best decisions for your family and future.
What to Consider
An estate plan has many moving parts and some tough questions to answer.
Get experienced and compassionate guidance with us.
Dig Deeper: Common Components of Estate Planning
Creating a will protects your family legacy. DIY wills available online are not always recognized by your state. In fact, 90-95% of the simple DIY estate plans that we review are deficient due to incorrect execution. In many states, wills must be in writing, witnessed and signed. Ensure your will stands up to legal challenges. Learn more.
Durable Power of Attorney (DPOA)
Durable powers of attorney (DPOA) generally help to expedite decision-making regarding financial and health matters. Designating an DPOA in the event you are unable to manage your own affairs gives you and your family peace of mind. Learn more.
Healthcare Power of Attorney (HPOA)
Healthcare powers of attorney grant another individual broad rights over any medical or healthcare related decisions. Designating a HPOA requires precise legal planning and experience. Learn more.
Maintaining a will provides clear instructions regarding your family, assets, investments and medical care. A living will can also prevent treatment delays and ensure your wishes are carried out. Learn more.
Protecting your medical records and privacy is simple and straight forward. Developing a HIPPA Authorization form or document gives you complete control of the information you want to share to designated persons. Learn more.
Already have an estate plan?
Regularly revisiting your estate plan is essential to ensure your will and wishes are always current and documented. If you’ve recently married, divorced, had a child, lost a job or relocated it is important to revisit your estate plan.
If you have an estate plan that may need to be revised or would like to discuss your estate plan’s accuracy contact us today.