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Estate Planning
Let us help you create a secure future for yourself and your family. We 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.
Including: Revocable, Irrevocable, Medicaid Asset Protection Trusts, Etc.
*Individual or Family Trusts available
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.
Packages
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. Also includes are ancillary documents for estate planning.
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).
Protect Your Legacy: Secure Your Future & Enjoy Peace of Mind
Estate planning is not just for the wealthy or elderly—it’s essential for everyone. Planning now ensures that your assets are protected, your loved ones are cared for, and your wishes are honored. Without a solid estate plan, your family may face unnecessary legal challenges, delays, and financial stress. The best part? When you have a plan in place, you can relax and enjoy life knowing your legacy is secure.
Top Estate Planning Tips
Create a Will and Trust
A will dictates how your assets should be distributed, while a trust helps avoid probate and provides more control over how your wealth is managed.Appoint a Power of Attorney and Healthcare Proxy
Assign trusted individuals to make financial and medical decisions on your behalf in case of incapacity.Protect Your Business & Assets
If you own a business, establish a succession plan to ensure continuity. Consider legal tools such as LLCs and asset protection trusts.Minimize Taxes & Legal Fees
Strategic estate planning can help reduce estate taxes and legal costs, preserving more of your wealth for your beneficiaries.Update Beneficiary Designations
Keep your life insurance policies, retirement accounts, and financial assets up to date with the correct beneficiaries.Review & Update Your Plan Regularly
Life changes—marriages, divorces, new children, or business growth can impact your estate plan. Regular reviews ensure your plan stays aligned with your goals.
Common Estate Planning Myths
“I don’t have enough assets to need an estate plan.”
Estate planning isn’t just about wealth; it’s about ensuring your wishes are followed and protecting your loved ones.“A will is enough.”
A will is important, but it doesn’t avoid probate. Trusts, powers of attorney, and other tools are also essential.“My family will figure it out.”
Without clear instructions, disputes and legal battles can arise, delaying asset distribution and creating unnecessary stress.“Estate planning is only for older people.”
Accidents and unexpected events can happen at any age. Planning early ensures your affairs are in order, no matter what.
Plan Today, Relax Tomorrow
Estate planning is about more than just documents—it’s about securing your family’s future, protecting your business, and preserving your legacy. At The Cohall Firm, we create customized estate plans to help you achieve peace of mind. Schedule a consultation today and take control of your future!
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