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Estate Planning Is One of the Most Important Tasks You Will Complete During Your Lifetime

Simply put, estate planning is an act of love. The most common reasons people delay estate planning are:

  • They think they don’t have sufficient assets to justify the preparation of estate planning documents.
  • They think they cannot afford the legal costs involved.
  • They simply do not want to think about such a difficult topic.

On the contrary, you can begin to plan your estate at any point in time. In fact, waiting to do so can result in unhappy consequences for you and your family, should you become disabled or pass away. Even individuals with little assets benefit from basic estate planning documents. Let our caring attorney prepare these essential documents for you.

So, what documents do you need? Generally, a basic estate plan includes the following documents:

  • Will
  • Financial Power of Attorney
  • Medical Power of Attorney
  • HIPAA Release
  • Living Will (if applicable)
  • Organ Donation (if applicable)

If you have children, you will likely want to include:

  • A Trust or a Contingent Trust
  • A Guardian Designation
Will

​A will is the central part of your estate plan. This document allows you to direct who will receive various assets within your estate and who manages your estate. A will also allow you to name a guardian for any minor children. Based on this information, a will may be the most important legal document you ever sign. Without a will, state law and a judge may decide who receives your property and cares for your minor children, respectively. If you want to make this vital decision, you will need to set up your will/estate plan as soon as possible.

Financial Power of Attorney

​A financial power of attorney allows you to name the person who makes all of your financial decisions currently and/or during a time of incapacity (durable). By specifically picking someone today to make these decisions, you help eliminate controversy and stress in the future. You also avoid the costly and lengthy legal process of having a court make these decisions.

Medical Power of Attorney

A medical power of attorney appoints an individual to make medical decisions if you cannot make these decisions for yourself. If you don’t have a medical power of attorney (also sometimes referred to as a “health care proxy”), the decision automatically goes to your spouse. If you are unmarried, then it goes to adult children, parents, or other parties that a judge deems appropriate. Plan today so you, and not anyone else, can make decisions concerning your future healthcare.

HIPAA Release

Congress promulgated the Health Insurance Portability and Accountability Act, also known as HIPAA, in 1996 to protect your private health information. The act prohibits health care providers from releasing your health care information unless you have provided an executed HIPAA release form. Absent this form, your health care providers are legally prohibited from disclosing your medical information with anyone who is not directly involved in your care. Make sure you have all the necessary legal forms now to avoid potential problems in the future.

Organ Donation

Many clients say they have indicated their desire to donate organs via the symbol on their driver’s license. The referenced symbol evidences a desire. The surviving family, however, may still make the ultimate determination. By signing a specific document memorializing your desire, you clearly and legally evidence your intent. The person has the ability to decide for what purpose and which organs to apply the donation request.

There are many details to each document, and many details regarding your overall estate, including taxes. Being prepared and educated, you can make your wishes known. Talking to your loved ones also remains important in the planning process. Please do not delay in setting an appointment with our office so that we can discuss these important issues and create a detailed, yet affordable, estate plan for you and your family members.

Living Will

​A living will spells out which specific medical treatments you do or do not want in the case of a medical situation that leaves you in a “terminal” condition. A living will may also address other major medical choices, such as whether or not to resuscitate, or whether or not to the signor wants artificial respiration.

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Estate Planning Packages

Essentials

$1495

(individual)

$1995

(couple)

  • Simple Will
  • Durable Medical Power of Attorney
  • Durable General Power of Attorney
  • Memorandum Distributing Personal Property
  • Memorandum Concerning Disposition of Final Remains
  • In-Office Execution*

Avoid Probate

$2495

(individual)

$2995

(couple)

  • Pour-Over Will
  • Living Will
  • Durable Medical Power of Attorney
  • Durable General Power of Attorney
  • Memorandum Distributing Personal Property
  • Memorandum Concerning Disposition of Final Remains
  • Revocable Living Trust
  • Certification of Trust
  • HIPAA Authorizations
  • In-Office Execution*

Most Popular

I'm a Parent

$2995

(individual)

$3495

(couple)

Choose One of These:

  • Pour-over Will with Revocable Living Trust
  • ​Will with Contingent Trust

You Also Get...

  • Living Will
  • Guardian Designations
  • Parental Delegation of Powers
  • Durable Medical Power of Attorney
  • Durable General Power of Attorney
  • Memorandum Distributing Personal Property
  • Memorandum Concerning Disposition of Final Remains
  • HIPAA Authorizations
  • In-Office Execution​*

Dynasty

$4995

(individual)

$5495

(couple)

First, Choose One of These:

  • Simple Will
  • RLT with Pour-Over Will
  • Will with Contingent Trust
  • Marital Deduction Will
  • Pour-Over Will

Then, Add One of These:

  • Special Needs Trust
  • Revocable Marital Deduction Trust
  • ​Revocable Disclaimer Trust
  • Joint Trust
  • Irrevocable Life Insurance Trust
  • 2503(c) Trust
  • S-Corp Stock Planning
  • Business Succession Plan & Coordination with Company Documents

You Also Get...

  • Living Will
  • Guardian Designations
  • Parental Delegation of Powers
  • Durable Medical Power of Attorney
  • Durable General Power of Attorney
  • Memorandum Distributing Personal Property
  • Memorandum Concerning Disposition of Final Remains
  • HIPAA Authorizations
  • In-Office Execution*
  • VIP Concierge Suite Included (see below)

In-Office Execution: 2 Witnesses, Notary, & Attorney-Supervised Signing.

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VIP Concierge Suite

(Included with Dynasty Package)
$300
  • Expedited Drafting
  • Appointments in 24 Hours (excludes document signing meeting)
  • Basic email & phone support concerning document contents during the first year.

Creating a Trust?
Optimize Your Investment With Ongoing Support

Trust Consultation Services

Funding & Support
$500
  • 10% Off First-year Trust Tax Return
  • Deeds to Trust
  • Assistance with Life Insurance & Other Account Coordination
  • Trust Registration & Beneficiary Notification
  • Support From Attorney During First Year to Assist Funding Trust(s)
Coaching
$2000

Everything in the Funding & Support Package, PLUS...

  • Gifting Strategy and Implementation
  • Charitable Giving Strategy and Implementation
  • Dedicated Planning & Implementation for Specific Important Assets
  • Dedicated Planning & Implementation for Special Situations
  • Coordination with Financial Planners and other Key Advisors

Get the Certainty You Deserve.

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