It is crucially important that all adults, young, old, or in-between, have well-drafted and carefully considered estate and incapacity planning documents. These documents ensure that your loved ones have the proper legal authority to be able to handle your affairs and make decisions for you upon your death or incapacity and that YOU choose who serves in these specific roles for you.

We recommend that you have three very important documents in place (1) an Advance Directive for Health Care, (2) a Durable Financial Power of Attorney, and (3) a Last Will & Testament. The Advance Directive for Health Care and Durable Power of Attorney are incapacity planning documents and dictate who will be making key decisions for you in the event that you are still living but unable. The Last Will & Testament dictates who is in charge of your estate, who is serving in certain roles, and how your property is distributed after your death.

For some of our clients, we use Trusts (both revocable and irrevocable) as their primary estate planning document to accomplish other goals such as asset protection or avoiding Probate.

Estate Planning can be complicated but it doesn’t have to be difficult for you. We take pride in our ability to simplify legal matters for families so they can create practical, effective estate plans.