Estate

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Estate Planning

The process of Estate Planning helps to prepare your estate and all of your belongings for your heirs in the event of your death or incapacitation. There are many benefits to preparing ahead of time. 

Basic Estate Planning Needs

1. Last Will & Testament

2. Durable Power of Attorney ( General or Financial)

3. Durable Health Care Power of Attorney, Appointment of Health Care Agent, or Advance Health Care Directive or Plan

Why should I have an Estate Plan?

By having an Estate Plan in place you can........

A. Ensure the appropriate distribution of your assets.

B. Help your family avoid the financial and time ramifications of Probate Court.

C. Reduce or do away with Estate or Death taxes for your family.