Estate Planning

Even a simple plan that contains a will, an advanced directive, and power of attorney can prevent unnecessary court involvement, reduce family conflict, and ensure that your wishes are followed. Without these documents, the state will determine what happens to your assets, your children, and critical medical decisions. 

A trust is a legal arrangement in which one person or institution (the trustee), holds and manages property for the benefit of one or more beneficiaries. 

A will is a legal document that lets you direct how  your property should be distributed after your death and allows your to name people to carry out your wishes.

An advanced directive, often called a living will is a statement by a competent adult that expresses the person’s wishes about future health care and may also appoint a health care agent to make decisions if the person cannot do so themselves. 

A power of attorney is a legal document that lets a principal authorize an agent to handle property and financial matters on the principal’s behalf,  including banking, transactions, and certain estate and trust matters