Everyone needs an Estate Plan, wealthy or not. If you own a house or a car, have a bank or investment account, you have assets. Assets comprise an Estate, and an Estate needs an Estate Plan. Your Estate Plan may include:
Wills and Trusts
Wills and Trusts put you in the driver’s seat in determining the who, when and what about your Estate. Estate beneficiaries may include your spouse, children, grandchildren, other descendants, your parents, friends or charitable organizations. Your preferences and concerns will guide our discussions and the results.
Powers of Attorney
In a Power of Attorney, you appoint another person to act as your Agent. In a Guardianship, the Court appoints your Agent for you. Wouldn’t you prefer to make the decisions to select the Agent, the circumstances under which the agent acts, and guide the decisions and actions the agent may take with your money? A Power of Attorney is inexpensive and uncomplicated to establish. We will talk through various scenarios for choosing an agent and select your preferred terms for your Power of Attorney.
Living Wills allow you to choose the medical treatment you will have in the event of a life-threatening illness or condition. Would you want life-sustaining procedures and/or pain medications; your family won’t have to be in chaos if you have pre-planned and made those decisions. I will help you make those plans.