Your legacy, your plan. We’ll help you find the best choice in legal documentation to protect your assets, and belongings.
A Will directs the disposition of personal assets. When you know exactly who you wish to bequeath your belongings to, a will may be an appropriate choice. We will help you determine whether your assets should be distributed by will, or placed in trust.
Planning ahead by preparing a Beneficiary Deed to transfer title of your real estate will save time and money for your beneficiaries at a later time.
Financial Power of Attorney
A Financial Power of Attorney designates the person of your choice (non-attorney), to manage your financial affairs if you become unable to do so. The person you designate is obligated to act on your behalf and in your best interests.
Also known as an Advance Medical Directive. The Living Will provides direction to your family, and health care providers, in the event of a situation where making medical choices could be difficult for family members.
Revocable trusts are helpful when property needs to be continuously managed. It also allows the creator to name a trustee to manage the trust assets after death, especially if the beneficiaries are young and not yet ready to manage the property of the estate.