Estate Planning

Did you know if you do not designate a guardian for your minor children, the court, without any input from you will decide who will raise your minor children? Selecting the right guardian to care for your minor children’s emotional and financial well-being is one of the most difficult parts of the estate planning process. In addition to nominating a guardian, your estate plan will include a personalized document containing guidance detailing your preferences regarding how you would like your children to be raised. Additionally, minor children cannot legally inherit. As part of an estate plan, parents can set up trusts that specify what trust funds can be used for, as well as the age when their children receive their inheritance.

Customized Trust Package for Clients with Minor Children includes: 

• Revocable Trust (including Trust Certification) 
• Pour-Over Will(s) 
• Personalized Guardianship Designation and Guidance 
• Advance Health Care Directive(s) 
• HIPPA Authorization for Medical Information
• Power(s) of Attorney for Financial Matters 
• Transfer of Real Estate to Trust* 
• Counsel regarding asset management

* Trust Package includes transfer of one (1) piece of real estate. Additional real estate transfers are $350-$450 each, plus recording fees.