Estate Planning Documents

Power of Attorney and Health Care Surrogate

Estate Planning mostly focusses on what happens to your assets when you die and making sure your family is provided for. But what happens if you become incapacitated during your life time? A Durable Power of Attorney and a Health Care Surrogate lets you choose who can make decisions on your behalf if you are unable to.

Last Will and Testament

Wills can range from a simple Will naming 1 or 2 beneficiaries an a Personal Representative(also known as executor), to a complex Will that includes a Testamentary Trust to provide long term management of assets for minor children or disabled beneficiaries. Ill make sure that you have the right document to fir your needs.

Trusts

Trusts are an effective way to keep your assets out of probate and provide a more efficient way to distribute your assets to your beneficiaries, either out right upon your death or in a more structured manner.

Business Succession Plans

Many businesses are set up informally with friends or family members as partners. They don't have any written agreements as the management and rights of each party. A handshake deal is not enough. And what happens if one of the partners dies? Do you want your business to be split up between your heirs? Do you want your partner's share to go to their heirs who may not have the same expertise or priorities you and have. You need to have an enforecable plan.