Estate Planning

Estate planning involves the creation of documents that suits the needs and goals of the client. A Last Will & Testament and Trust may offer many benefits to the client. Additionally, proper estate planning allows the client to state with particularity who should make decisions on their behalf if unable to do so themselves.  Some of these important decisions include who you want to make medical decisions if you are incapacitated, who you want to make financial decisions if you are unable, and who you would want to become your guardian, if necessary.  These documents include: a Durable Power of Attorney, Healthcare Surrogate, Living Will, and Declaration Naming Preneed Guardian.