Estate Planning

You have likely discussed estate planning with your family, friends, neighbors and colleagues, hearing the tips and tricks to achieve desired outcome. You may want to provide for your spouse, safeguard assets for children and grandchildren, or ensure land is protected from sale, and you want those wishes to be memorialized. Families, assets, goals and concerns are different for each of us and your estate plan needs to take each of those into account.

 

As part of my process, we discuss these goals and how they may be implemented into your plan, while also protecting you against your concerns. We take the time to discuss each option and the outcomes of putting them in place. While this process seems daunting, we take it one step at a time, going at your pace when designing the plan that fulfills your goals.

 

Whether naming a Health Care Agent to act in a medical crisis or a Trustee to administer your estate, these individuals must be well instructed in order to properly carry out your wishes.  ​

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Documents we may discuss could include: 

                  Powers of Attorney - appoints a financial fiduciary to manage your assets during your life and incapacity.

Health Care Directives - nominates an agent to act on your behalf on medical decisions during times of incapacity.

HIPAA Waivers - a waiver for medical information that permits those you want to hear about your medical care and treatments during your life.

Last Wills and Testaments - an estate plan which appoints a Personal Representative to administer your estate with the Probate Courts upon your passing.​

Trusts (Revocable or Irrevocable) - a plan that names a Trustee to control and distribute your estate in accordance with your wishes during your life and after your passing.

Beneficiary Designations - convenient designations that exist on nearly all accounts, which direct payment to those you desire upon your passing.

Transfer on Death Deeds - a beneficiary designation on real estate that prevents the need of a Trust or Will.

Life Estate Deeds - a real estate transfer that provides shared ownership with yourself and your beneficiaries.