Estate Planning

Estate planning is the process of establishing a plan to manage and distribute your assets upon your incapacity or death. In making an estate plan, you want to make sure your health care preferences and final wishes regarding disposition of your property are honored. A major component of your estate plan will be a living trust. A living trust will allow your loved ones to avoid the expense, delay and public nature of Probate, and will authorize a designated trustee to manage your assets for your benefit and the benefit of your loved ones. 

Customized Trust Package/Estate Planning includes: 

• Revocable Trust (including Trust Certification) 
• Pour-Over Will(s) 
• 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.