Protect What Matters Most

 A Will is a legally prepared and executed document stating how you wish your estate to be handled and passed on in the instance of your death. Having a Will ensures your desires are carried out upon your passing and protects your loved ones from dealing with the decision making themselves. Any person at or above age 18 can choose to have a Will created but it is particularly important as you age, build wealth and have children. 

 A Healthcare or Medical Power of Attorney is a legal document providing directives specific to your healthcare in the event you are too ill or injured to represent yourself in personal medical decisions. Having a Healthcare Power of Attorney will ensure your medical choices are carried out despite your inability to speak those choices at the time of a medical emergency.

 A standard Power of Attorney grants authorization to a representative of your choice to make business or personal decisions on your behalf. A Durable Power of Attorney goes one step further and grants permission for a representative to make decisions in the event that you are incapacitated.

 A Revocable Living Trust provides very specific guidance on beneficiary receipt of estate assets as well as makes probate administration simpler for your family and legal appointees after you’re gone. A properly orchestrated Revocable Living Trust can even negate the need for court proceedings as it can so clearly define the distribution of your property that court involvement is not necessary. This may prevent a more complicated legal process for your family after you pass. 

 For parents of special needs children, a Special Needs Trust ensures your child will receive their inheritance without losing government benefits and protects your child’s inheritance from potential predators. A Special Needs Trust is only necessary for severe special needs situations where a child will always depend on a caretaker and/or receive government assistance. 

 A Gun Trust is a way to transfer the title of firearms into a legal holding separate from the owner’s personal name. This legal holding protects the owner of heavily regulated assets as well as future heirs to the included weapons. A Gun Trust is encouraged during estate planning as it is useful when guns or other weapons are part of the estate inheritance.