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Estate Planning

Generally, estate planning¬†is the collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs. ¬†The most common estate planning documents and services are as follows:

  1. Will
  2. Durable Power of Attorney
  3. Living Will
  4. Designation of Healthcare Surrogate
  5. Advanced Designation of Guardian
  6. Living Trust
  7. Irrevocable Trust
  8. Re-titling of assets

If you need help with one or more of these or something similar, give us a call today to setup a consultation.