Estate Planning

My estate planning and legacy planning focus on a holistic approach. What is your unique situation, what suits your needs best, and how can we accomplish your goals? I want each client to be secure knowing that both they and their family will be taken care of exactly as they want in the event of incapacity or death. Communication is key to successful “estate planning” “legacy planning” or even if you simply want to ensure your health care decisions are followed.

I have found that communication with other professionals such as your financial advisor, CPA, and life insurance agent can be helpful in ensuring that you have a cohesive plan that works the way you expect it to.

Everyone is different, but common components of an estate plan can include:

  • A revocable living trust
  • A will
  • A durable power of attorney
  • An advance medical directive or health care power of attorney
  • HIPPA waivers
  • Deed transfers

Advanced estate plans may also include any of the following:

  • Retirement or IRA trusts
  • Irrevocable life insurance trusts
  • Supplemental needs trusts
  • Charitable trusts
  • Prenuptual Agreements
  • LLCs or Family LLCs

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