Estate Planning

A complete estate plan includes some combination of the documents listed below. During the Free Initial Consultation, we will discuss your particular needs and determine which documents best fit your situation.

Wills

A will, sometimes called the Last Will and Testament, is a legal document that lays out how you want your assets to be distributed. It may also name guardians for your minor children and trustees for any trusts you create.

Living Wills

A living will, or advance directive, details your desires regarding medical treatment in the event you are not able to consent to treatment. This is often used to instruct your family and medical professionals not to use artificial life support systems in the event you are in a persistent vegetative state or have a terminal condition.

Powers of Attorney

Financial and medical powers of attorney are documents that name a person to act on your behalf for financial and medical decisions.

Disposition of Last Remains

The disposition of last remains document provides burial instructions.

Memorandum of Distribution of Tangible Personal Property

This memorandum is a list of all your "stuff" and who gets what. You can update this as needed with no need for an attorney, witnesses, or notary. This list helps to prevent family members from coming in and "taking" items.

Federal Estate and Gift Tax Advice

There are numerous ways to reduce or avoid estate and gift taxes. You can incorporate tax planning into your will, give lifetime gifts to lower your taxable estate, give to charity, etc.

Beneficiary Designations

Life insurance policies and retirement plan benefits have beneficiary designations which make the asset transfer on death to the beneficiary. These documents often need to be updated to be consistent with your estate plan.

Probate & Estate Administration

Trust Administration