Wills and Trusts

These are some of the most important documents which we can help you prepare as part of your estate plan:

• Last Will and Testament: In many cases a simple will is all that is necessary to handle the distribution of your assets to your loved ones or charities.
• Trusts: We can assist you with finding the right type of living trust, such as pour-over trusts, revocable trusts, charitable remainder trusts, or in some cases, more complex trusts such as GRATs (Grantor Retained Annuity Trust), irrevocable life insurance trusts, or QPRT (Qualified Personal Residence Trust).
• Medical Directive: Advanced Healthcare Directives and durable powers of attorney are important tolls to ensure your medical decisions are handled the way you want them to be. However, if it is too late, we can help you establish a guardianship over your loved one's person.
• Financial Power of Attorney: This power of attorney will designate a loved one to handle your financial needs when you are incapacitated or disabled; unless you wish otherwise, it will not take effect unless this were to occur. We can help you consider and create a proactive power of attorney. However, if it is too late, we can help you create a conservatorship over your loved one's property.

Learn about Probate and Trust Administration