Estate Planning

Do you have the right legal documents in place in case something happens to you? Have you been putting off setting up your trust year after year? If you haven’t taken care of this yet, it’s time to get started.

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Understand Estate Planning

Get a clear and thorough understanding of estate planning and why it’s an essential part of your financial strategy. Explore the key documents and tools, like wills, trusts, and health and financial powers of attorney, and see how they work together to safeguard your assets and provide for your loved ones.

Avoid Probate

A key objective of estate planning is to help you avoid the lengthy and costly probate process. Without a well-structured plan, your estate may be subject to probate, which can drain both time and money. I’ll show you how to set up your estate to bypass probate, ensuring a smooth and efficient transfer of your assets to your loved ones.

Get Legal Guardianship for Minor Children

Choosing a legal guardian for your minor children is essential. In the unfortunate event of your passing, having a designated guardian ensures your children will be cared for by someone you trust. We'll guide you through the process of selecting and legally appointing a guardian, giving you peace of mind for their future.

Safeguard Your Inheritance

Safeguarding your children's inheritance from potential future threats, such as divorce, lawsuits, or bankruptcy, is a vital part of estate planning. I’ll walk you through strategies to protect their inheritance, ensuring that your hard-earned assets stay within your family.

Set Up Financial Power of Attorney

A financial power of attorney is essential for managing your finances if you become incapacitated. It grants a trusted individual the authority to make financial decisions on your behalf, ensuring your affairs are handled in line with your wishes.

Set Up Medical Power of Attorney

Medical powers of attorney designate someone to make healthcare decisions on your behalf if you're unable to. We’ll explain why this is crucial and guide you through the steps to set it up.