Estate Planning

Estate Planning is the process of   making arrangements for how your assets and personal matters should be handled after you die or become incapacitated. It can involve:  

Wills: A legal document that outlines how you want your assets to be distributed after you die  

Trusts: A revocable living trust is a trust that you create and fund during your lifetime, and you can amend or revoke it  

Power of attorney: A financial POA   gives someone the authority to make financial decisions on your behalf  

Health care directive: A document that communicates your medical requests, such as a do-not-resuscitate order  

Life insurance: Purchasing adequate life insurance  

retirement planning and estate planning asset protection firm wills and estate planning Guardians: Naming guardians for minor children or heirs with disabilities  

Estate planning can help you avoid unnecessary taxes and waiting periods, and it can provide peace of mind that your wishes will be fulfilled. You can create an estate plan with minimal help, or you can consult with a professional advisor, such as a lawyer, financial planner, or accountant