Comprehensive Estate Plans
Estate Plans are composed of key legal documents that benefit every individual or family that has one in place. They lay out a mindful course of action to care for and support your loved ones, give your family the information and tools they need to honor your choices in regard to your own health and comfort, and put your assets to their best use.
Without this road map, your incapacitation or death could tangle your family, friends and assets in courtroom battles and burden them with additional and undue stress-thousands of dollars lost to taxes and fees, destructive arguments and complications, hours spent worrying and working to discern the best path forward. Such frustrations can be avoided with a little proactive planning. Your estate plan is your last and, perhaps, your most helpful and valuable gift.
Tailored, Strategic and Mindful
Each of our estate plans are carefully customized to meet your unique goals and needs. They typically include:
- Last Will and Testament
- General Durable (Financial) Power of Attorney
- Medical Durable Power of Attorney
- Living Will
- HIPAA Release
- Declaration of Disposition of Last Remains (Burial Instructions)
- Guardianship documents for families with minor children (long-term Guardianship Appointment and Temporary Parenting Power of Attorney)
Depending on your circumstances, you may also benefit from having a trust established alongside this indispensable set of documents. Not only are trusts more flexible than wills and helpful in avoiding probate (an administrative legal process of winding up one’s affairs that occurs within the court system), but trusts can also be used to preserve wealth and minimize estate tax burdens.
Special needs or gift planning may also play a role in your estate planning strategy. We’ll ensure that you have everything accounted and planned for in your documents.
Cost-effective and Flat Fee Pricing
In most cases, our estate planning services are priced at a flat fee-meaning that you’ll know all costs up front and they won’t change. No watching the clock and no hefty, unexpected invoices.