Estate Planning
Everyone needs an Estate Plan. An Estate Plan allows you to maintain control over the division of your assets and gives you the peace of mind of knowing that your family, friends or favorite charity are provided for.
I can provide professional advice and guidance to guide you through the process. I will discuss your goals and explain the full array of tools and options available to accomplish your goals.
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A Proper Estate Plan Can:
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Ensure your loved ones are provided for
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Keep some assets out of probate and thus minimize taxes
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Assist in planning ahead for unforeseen events such as illness or incapacity
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Protect assets
What I Can Do For You
Last Will and Testaments
Powers of Attorney
Living Wills
Estate Administration
Probate Process
Guardianship
Healthcare Powers of Attorney
Durable Powers of Attorney
Advance Directives
WHAT IS A GUARDIAN?
A guardianship proceeding is the process in Probate Court that appoints a guardian to make decisions for an incapacitated person, such as medical decisions, decisions about where to live, and other decisions for the person. The person who has been appointed by the Probate Court to make decisions for an incapacitated person is called a guardian. An adult who has been found incapacitated by the Probate Court is known as a ward. Once appointed by the Probate Court, the guardian is authorized to make certain important decisions for the ward.
WHAT ARE ADVANCE DIRECTIVES?
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A Living Will allows you to express to your family, friends and most importantly medical personnel your wishes should you become very ill.
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A Healthcare Power of Attorney gives you the power to designate an appropriate person the ability to make healthcare decisions for you when you are no longer able. You can also give another person the ability to make financial decisions for you when you are no longer able to do so.
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You must be mentally competent when you sign these documents and have them appropriately witnessed. The person you choose to serve as your "agent" and make your decisions should be someone you trust.