An estate plan is 3 core documents: a will, a financial power of attorney, and a health care directive. Depending on your needs, it may also be advisable to have a trust to protect your legacy.
Estate planning is important for everyone, regardless of size or value. Your last will and testament is the cornerstone of the estate plan. It directs who will receive your money and property and names the person in charge of distributing your assets.
A carefully crafted power of attorney cannot be underestimated – It will designate the person who will act on your behalf to make decisions when you are unable.
A health care directive lets you designate the person you trust to make healthcare decisions and advocate for you in the event that you cannot.
Each of these documents serves a specific purpose. Our attorneys will help you put the right plan in place that will help give you peace of mind.