ESTATE PLANNING


Estate planning is about documenting the roadmap for your assets, your family, and yourself if you can't take care of yourself.   My goal is to use the appropriate tools to design a plan that is tailored to your family's goals.  I'll offer you options based on a your personal concerns and desires for your family and your assets, so that your wishes are honored. Together we'll create a plan that can provide you peace of mind today and protect your family in the future.

HEALTHCARE POWER OF ATTORNEY

in the event of your illness or incapacity

  • Appoints an agent to advocate for your healthcare

  • Contains a HIPAA release

  • Nominates a guardian

  • Manages health insurance and medical bills

FINANCIAL POWER OF ATTORNEY

in the event of your illness or incapacity

  • Bills can be paid

  • Taxes can be filed and paid

  • Assets remain accessible

  • Property can be bought and sold

LIVING WILL

in the event of your end stage of life condition

  • Directs administration for life sustaining measures 

  • Details administration for hydration, nutrition, and pain medication

  • Discloses plans for organ or body donation

  • Lists funeral, memorial, and burial instructions

WILL OR REVOCABLE LIVING TRUST

in the event of your death

  • Appoints a Personal Representative or Executor

  • Details instructions for your assets

  • Embeds trusts to protect the assets passed on to heirs

  • Appoints guardian for minor children