Secure Tomorrow
Start now to take the first steps in safeguarding your legacy.
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Estate Planning
Wills
Trusts
Incapacity
Asset Protection
Creditors
Lawsuits
Divorce
Did you know?
Among American adults with annual household incomes of $75,000 or more, only 55% have a will.
What is Estate Planning?
Estate Planning allows you to provide instructions for how your assets are to pass and to whom they will be passed along to.
Most common estate planning documents
Durable Power of Attorney
A legal document that gives authority to those named to make financials decisions on your behalf should you become incapacitated.
HIPAA RELEASE
A release form to obtain protected medical information so it may be shared with individuals or organizations during or after life events.
LIVING WILL
This is a document that lets people state their wishes for end-of-life medical care, in case they become unable to communicate their decisions.
DESIGNATION OF PRENEED GUARDIAN
This document is composed to designate a person to serve as an individual’s guardian in the event the individual becomes incapacitated.
HEALTH CARE SURROGATE
Designate an agent to make health care decisions on your behalf and avoid Guardianship court should you become incapacitated, an important part of any Estate Planning checklist.
LAST WILL & TESTAMENT
A formal document that directs the disposition of a person’s property after death and sets out their wishes to distribute their assets.
Trusts
A Living Trust, also known as a Revocable Trust is a document that is created to manage your assets during your lifetime and distribute them upon your death.
Did you know?
If you do not protect your assets you could lose everything you have worked for and leave your family vulnerable!
What is Asset Protection?
The goal of Asset Protection is to employ techniques to limit creditors access to both your personal and business assets.
Planning Today Ensures Your Tomorrow is Exactly as You Visualize it.
60%
of Americans die without an Estate Plan.
Don’t let this happen to you.
Failure to have an adequate plan in place can leave your family struggling during a very challenging time for them. Ensure your wishes are carried out in a stress free, empathetic, and efficient manor.
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Schedule your complimentary consultation today.
Stay Informed
We want you to be aware of your options and the threats that could impact your estate.
Check out some of our resources below.
