Estate Planning

For You–For Your Loved Ones.

Your estate plan should answer these three questions: Who will take care of my day-to-day affairs if I am unable to care for them myself?  Who will make medical decisions for me if I am unable to communicate my wishes?  Who will inherit my possessions after I pass?  Your estate plan will answer these questions and be designed to minimize the burden placed on your family, minimize legal and professional costs, and maximize the preservation of your estate for you and your heirs.  Every estate plan involves tradeoffs between reasonable alternatives.  We will explain your options and advise you as you decide what your estate plan should include.  

Our plans include:

•  Revocable/Irrevocable Trust
• Certification of Trust
• Trustee Affidavit
• Funding Instructions
• Assignment of Personal Property
• Warranty Deeds
• Last Will and Testament
• Power of Attorney
• Certification as to the Validity of the Power of Attorney and Agent's Authority
• HIPPA Authorization
• Advance Health Care Directive
• Personal Property Memorandum
• Remembrance and Services Memorandum