Your Estate Planning Information Presented Accurately and Efficiently
Here Are Some Steps We Can Help With:
Consider Your Estate
Do you want to provide for your children or grandchildren, reduce estate taxes, make bequests to charities, or set up a trust for a special needs relative?
Donor Advised for your Charitable Giving
Consider a Donor Advised Fund for your charitable giving. Let us help you find the best resources for you. We’ll help you review the best community foundations and other platforms for your sustained giving wishes.
Save Time and Money
We can help you digitize your important documents, accessible only to your trusted advisors in a clear and concise format.
Gather Your Estate Planning Financial Information
about your assets, investments, real property, businesses, valuable personal property and anything else you would like to distribute upon your death. Creating a professional financial plan is the best way to gather information and prepare for your meeting with an estate planning professional.
Create Your Healthcare
Power of Attorney
In addition to your estate, you need to make choices about who will represent your interests with doctors if you become incapacitated. You do this with a healthcare power of attorney. You also need a living will, which tells medical staff what to do in the event you’re placed on life support.
A Financial Power
is similar to a health care power of attorney, only it appoints someone to handle your financial affairs. This person should not only be trustworthy, but also understand something about finance or investing. This document may also be called a “property” power of attorney.