Minor Children
If you have minor children at home, simply naming a guardian for them in your will may not be enough. With our help, you can create a plan that takes care of their short- and long-term needs, ensuring that not only your assets are passed on to them, but also your values.
Wills
“I’m so glad my parents died without leaving a will,” said no one ever. If you die without a valid will, then anything you own in your own name will have to pass to your heirs under state law through the process called probate.
While probate can be inconvenient even with a will, when there is no will you run the risk of your heirs fighting over who should be your personal representative. Having a will in place can help prevent many types of conflicts.
Trusts
Trusts have many uses, but the most common trust in estate planning is the revocable (living) trust. A revocable trust has the benefit of helping your avoid probate for any assets that are properly placed in the trust during your lifetime.
A power of attorney enables you to appoint an agent to represent you in financial matters. It is often used to appoint a loved one to step into your shoes and make financial decisions on your behalf if you become disabled and unable to do so yourself.
Powers of Attorney
An advance health care directive serves two main purposes: to appoint a an agent who can make health care decisions for you if you are unable to do so, and to provide your health care providers with guidance about your wishes for end-of-life care (e.g., life support)