Plan Now! It is so easy to put off planning for the future, particularly when it comes to our own mortality. But we owe it to our children and loved ones to make a plan that protects them and provides the best for their future. Everyone should have a will and most parents should also have a trust for their children. Regardless of your situation, right now there are planning opportunities and legal protection available for your heirs that cannot be accomplished after your death.
Living Wills and Health Care Powers of Attorney: Many people, particularly my clients who are Christians, have questions about these. Find out more!
Living Wills and Health Care Powers of Attorney: Many people, particularly my clients who are Christians, have questions about these. Find out more!
PlanNing - Wills, Trusts, and More
Wills: Every adult needs a will -- the document that directs how your assets will be distributed after your death. In your will you appoint your executor (to handle your estate assets). And if you have minor children, the will also serves to appoint your children's guardian. When one dies with no will, there can be many difficulties for the heirs.
Trusts: Many of my clients choose the benefits of having a trust, in addition to a will. A common misconception is that a trust is complicated and only for "the wealthy." However, a trust can actually make things much more simple for your heirs and can provide them with protections not available with just a will. For information on Trusts, click here.
Power of Attorney: Every adult should have a power of attorney. This document names the person who will handle your financial business if you are ever incapacitated or unavailable. Whether it is an accident, an unexpected travel delay, or dementia, the power of attorney will make sure that bills are paid, a house can be sold, and guardianship avoided.
Health Care Powers and Living Wills: A Health Care Power of Attorney will appoint someone to make medical decisions when you cannot make those on your own. Living Wills dictate what happens if you are deemed "permanently unconscious." Contact me with questions, or make an appointment. email me
Prenuptial Agreements: Getting married? Need to protect a family inheritance, or children from a prior marriage? call me or email me. I can help you create a prenuptial agreement that is specifically suited to your needs.
Trusts: Many of my clients choose the benefits of having a trust, in addition to a will. A common misconception is that a trust is complicated and only for "the wealthy." However, a trust can actually make things much more simple for your heirs and can provide them with protections not available with just a will. For information on Trusts, click here.
Power of Attorney: Every adult should have a power of attorney. This document names the person who will handle your financial business if you are ever incapacitated or unavailable. Whether it is an accident, an unexpected travel delay, or dementia, the power of attorney will make sure that bills are paid, a house can be sold, and guardianship avoided.
Health Care Powers and Living Wills: A Health Care Power of Attorney will appoint someone to make medical decisions when you cannot make those on your own. Living Wills dictate what happens if you are deemed "permanently unconscious." Contact me with questions, or make an appointment. email me
Prenuptial Agreements: Getting married? Need to protect a family inheritance, or children from a prior marriage? call me or email me. I can help you create a prenuptial agreement that is specifically suited to your needs.
Administration |
In addition to estate planning, I also serve clients in the areas of PROBATE and TRUST administration.
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Do you need help negotiating a contract? Selling or buying a house? Forming a small business? Click here.
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