Estate + Life Planning

An estate/life plan is a set of legal documents that set forth your wishes for the distribution of property, guardianship of minor children, handling of affairs and making healthcare decisions in the event of incapacity, and succession planning for businesses and farming operations.

 

The following documents are essential components of an estate plan:

 

• Will or Trust

• Power of Attorney

• Health Care Directive

 

An estate plan can also include tax planning and medical assistance planning measures, as well as probate avoidance measures, such as a Transfer on Death Deed.

 

An estate plan may also include life planning for a loved one, which may include the following:

 

• Supplemental Needs Trust

• Special Needs Trust

 

If you’d like to learn more about our Estate + Life Planning practice, Contact Us.