Get the Facts

Estate Plan

An estate plan lays out your instructions for what happens to everything you own and to your minor children after you die or become incapacitated.

Through the use of a revocable living trust, will, power of attorney, and health care directives it:

  • Provides for your family when you are gone. With a revocable living trust your family and beneficiaries can quickly pay your outstanding bills and expenses and inherit your property pursuant to the terms of the trust without the delays and expenses (attorney’s fees and court costs) of a probate court process;
  • Minimizes your family’s and your estate’s expenses after you die;
  • It ensures that your minor children will have proper legal and custodial care if you and your spouse are gone;
  • Reduces federal estate taxes for larger estates;
  • Enables you to plan in case you become incapacitated and are unable to make medical or financial decisions on your own by determining who will help you in that event;
  • Provides peace of mind knowing that when you are gone the disposition of your estate is memorialized and will be taken care of according to your wishes.

To get started please feel free to give us a call to set up a free in-office, telephone, or zoom consultation.

Living Trust

A living trust is a legal document that places your assets (investments, bank accounts, real estate, vehicles and valuable personal property) in trust for your benefit during your lifetime, and spells out where you would like these things to go upon your death.


A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. If you die without a will, those wishes might not be carried out.

Power of Attorney

A power of attorney is a legal document giving one person (the agent or attorney-in-fact) the power to act for another person (the principal). The agent can have broad legal authority or limited authority to make legal decisions about the principal’s property, finances or medical care.

Health Care Directive

A health care directive is a written document that informs others of your wishes about your health care. It allows you to name a person (“agent”) to decide for you if you are unable to decide or if you want someone else to decide for you.