What Are the Five Essential Estate Planning Documents?

If you’re like most people, you don’t have a Last Will and Testament.  (Don’t feel too bad: most lawyers don’t have one, either!)  For many of us, thinking about the disposition of our assets after we’ve passed away is a challenge that’s just too intimidating to face.

Allow me to help you through this very important, personalized process. A good estate plan is one that is tailored to your priorities and provides for your family’s future.  Without an estate plan, you’ve effectively decided to defer to the law’s default rules for disposing of your assets instead of taking charge for yourself.

Sound estate planning methods can help you minimize tax liabilities, avoid probate, and protect your assets for your family members and loved ones.  There’s another benefit that’s invaluable and immediate: attaining peace of mind. 

Planning for the disposition of your assets is an ongoing process, not a one-time event.  If you’re ready to get started, I can assist you with the essential estate-planning tools every adult needs:

• Last Will and Testament

• Durable Power of Attorney

• Health Care Power of Attorney

• Designation of HIPAA Representative

• Advanced Medical Directive (Living Will) 

Better yet, I can help you accomplish your estate planning objectives for a flat-rate price that’s reasonable and affordable.