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Estate Planning (Wills & Trusts)

Secure your assets and protect your future by creating a plan for your estate and your loved ones. When people think of estate planning, they often think of a revocable living trust. However, while a revocable living trust is the foundation of most estate plans, a stand-alone trust does not provide a comprehensive plan to protect your assets and wishes upon your death or incapacity.

A complete estate plan should include:

  • Revocable Living Trust (link)
  • Pour-over Will (link)
  • Durable Power of Attorney (link)
  • Advance Health Care Directive (link)
  • HIPAA Waiver (link)
  • Nomination of Guardian(s) (if applicable) (link)
  • Other related documents depending on your wishes, needs and specific family situation

Estate planning documents are more than just legal paperwork. They express how you wish to care for your loved ones upon your death or incapacity. In crafting a comprehensive estate plan, you can minimize taxes and legal fees, decide who will care for your children in the event of your death, you determine who to trust with medical decisions if you become incapacitated, and you arrange for how your loved ones will receive most or all of your assets upon your passing.

Restatements and Amendments

We understand that, as your life changes, your needs might also change and you may need to update an estate plan. Therefore, we not only help with preparing the initial documents for your estate plan but we also assist clients in modifying their existing estate documents. See Estate Planning FAQ’s (link) for more information on Restatements and Amendments.