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Elements of an estate plan that we can
assist you with include
Will:
A document that controls the distribution of your assets at
your death pursuant to your wishes and nominates a personal
representative to administer your estate.
Revocable Trust:
A trust is a document that
designates a trustor, trustee(s) and beneficiaries. To be effective,
your assets are re-titled to the trust. A trust will avoid probate,
eliminate or reduce estate taxes and nominates a successor trustee
to manage your property if you become incapacitated.
Financial Power of Attorney:
A document whereby an individual (principal) nominates an agent
to manage the property &
finances for the principal when he
or she unable to do so.
Health Care Power of Attorney:
A document in which an individual (the principal) nominates an agent
to make health care decisions for the principal when the principal cannot make or communicate
such decisions themselves.
Living will:
A document intended to guide your
Agent in making decisions concerning the use of life-sustaining
treatment (treatment intended to keep you alive, including, but nor
limited to, artificial nutrition and hydration, assisted
ventilation, CRP).
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