Estate/Trust Planning

While estate or trust planning involves considerably more than will preparation, wills are an essential first step. Millions of hard-working people who owned businesses, homes, real estate, retirement plans, and investment accounts, have died intestate. Assets were disposed of by strangers, or consumed by government estate taxes.

Begin your estate planning with these must-have documents:

  • Will, Living Will or Living Trust- U.S. tax law cuts estate values by 40% without a proper trust
  • Durable Power of Attorney- Transacts business on your behalf
  • Durable Power of Attorney for Healthcare- Makes decisions for you, if incapacitated
  • Beneficiary Designations- Some assets may pass to heirs outside of a will
  • Guardianship Designations- Critical to the secure lives of your children
  • Letter of Intent- Enables an executor or beneficiary to carry out your wishes

We assist you with these documents, then build a comprehensive estate plan to cover all contingencies.

A wise man once said, “it is an act of responsibility to leave a legacy.”