Estate Planning

Let me help you create a secure future for yourself and your family. I offer personalized estate planning to ensure your legacy is protected, minimizing uncertainty and providing peace of mind.

Individual Documents

Last Will & Testament

A legal document outlining how you want your assets distributed after your death. Names an executor to handle your estate. Designates guardians for minor children.

Two Last Will & Testaments (for married couples)

Each spouse creates an individual will. This ensures that both partners have control over their own assets and can name their own beneficiaries. Having separate wills is essential even if spouses have similar wishes, as it provides protection in case they pass away simultaneously or close in time.

Living Trust

A living trust holds your assets during your lifetime and is managed by a trustee. Upon your death, assets held within the trust pass to your designated beneficiaries without the need for probate, which offers greater privacy and a faster distribution process. ​

Healthcare Proxy ("Medical POA")

This document appoints someone to make medical decisions on your behalf if you become unable to do so yourself.

Power of Attorney ("Financial POA")

This document gives someone the authority to manage your financial affairs if you become incapacitated or are otherwise unable to act.

Advanced Directive ("Living Will")

This document outlines your preferences for medical care in the case of a terminal illness or if you become permanently unconscious. It allows you to specify what types of life-sustaining treatments you do or do not want.

Estate Planning Package

This package may include all documents mentioned above, plus additional elements tailored to your specific needs. These additional components could include more complex trusts (revocable, irrevocable, special needs, etc.), strategies for minimizing taxes, business succession planning, and considerations for long-term care.

Will Package

This comprehensive bundle covers essential estate planning needs. It includes a Last Will & Testament to distribute your assets, an Advance Directive ("Living Will") to outline your end-of-life care preferences, a Healthcare Proxy ("Medical POA") to appoint a medical decision-maker on your behalf, and a Power of Attorney ("Financial POA") to grant someone authority to manage your finances if you are unable to do so.

Power of Attorney Package

This bundle includes both a Financial Power of Attorney (for managing your finances) and a Healthcare Proxy/Medical Power of Attorney (for making medical decisions on your behalf).

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