Everyone has an estate. Whether it is a $500.00 bank account or a mansion worth millions, properly planning for what happens with your estate after you pass away or become incapacitated is the “Estate Planning” process. Planning is not a matter of how much you have, but rather how much control over what happens to you and your money you wish to keep.
Estate planning includes the creation of documents to empower someone you choose to make decisions on your behalf if you are unable to make them for yourself and for determining how you want your assets distributed after your passing. Some of the documents typically included in an estate plan are a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate designation form, a Living Will, and possibly establishing a Living Trust.
When properly done, an estate plan provides the peace of mind that comes from knowing you have done everything possible to protect yourself and your family. Let us help your family avoid the unnecessary heartache of probate and guardianship proceedings.