Estate planning is the process of managing the financial responsibilities of a loved one’s personal affairs before they are.
These are the documents and legal vehicles that we provide to assist you in meeting this need.
- Living Trust
- Power of Attorney
- Healthcare Directive
- Pour-Over Will
- Special Needs Trust
- Irrevocable living Trust
- To learn how a consultation may assist you click here.
- Described as living because the trust is active while you are alive.