ESTATE PLANNING

Planning For Your Future

You are never too young to start planning. You deserve the peace of mind that comes from knowing you have prepared for life's inevitabilities. It is ok if you don’t know where to start. Together, we'll create a personalized plan to safeguard your finances and ensure your assets go to your chosen beneficiaries with minimal court involvement.

Creating a Legally Binding Estate Plan

Creating an official and legally binding plan means your wishes for asset distribution are honored, whether in the event of your passing or during a life crisis. We start by meeting to understand your unique circumstances, then outline your specific plan and make sure you are clear on how it will all come together.

Comprehensive Estate Plan

Every estate plan includes six basic documents – Will, Durable General Power of Attorney, Health Care Power of Attorney, Mental Health Advance Directive, Health Care Directive, and a HIPAA Form. Depending on your needs, we will expand your plan from there.

Whether you're considering pre-planning or navigating a current crisis, I'm here to support you every step of the way. Explore the different aspects of estate planning listed here, or schedule your consultation today to begin planning for your future.

Key Elements of Estate Planning

• Wills

• Durable General Power of Attorney

• Health Care Power of Attorney

• Mental Health Advance Directive

• Health Care Directive – Living Will

• End-of-life Care

• Health Information Portability and Accountability Act (HIPAA) Form

• Quit Claim Deeds

• Funeral Arrangements

• Business Succession Planning

• Formation of Business Entities, such as Limited Liability Companies (LLC)

• Alternatives for Transferring Jointly Held Property

• Community Property Agreement

• Guardianship for Minor Children

• Use of Gifts to Minimize Taxation

• Retirement Account and Beneficiary Designation