Planning for the future comes in many forms – including preparing for what happens after you or a loved one is no longer here. Together, we walk through all the steps necessary for planning your estate and providing less stress for your loved ones in the future.
Will
- A will is a legal document that lays out the plan for your estate and how it should be handled after death. This can include your assets and property, the custody of your children if they are minors, charitable contributions, and much more. A properly written and executed will ensures that your estate is handled properly and your intentions are fulfilled.
Trusts
- Trusts are another form of transferring your estate to another. They can be vital in lowering your estate taxes, and in working with a third party to manage your wealth. Whether you want to have only a will, a trust, or both – we’re here to help you come to the best decision for your needs.
Power of Attorney
- Naming Power of Attorney grants one or more agents the right to act on your behalf. This type of designation may be general, in which the designated agent can take any legal action on your behalf, or limited which only allows them to take certain actions for you.
