Wills, Trusts, and Personal Protection
This is what most people think of as estate planning: wills, trusts, and a handful of other documents for yourself and your family.
Personal Protection Documents
There are four documents that we recommend everyone have in their toolbox – a Durable Power of Attorney for Property, a Power of Attorney for Health Care, a HIPAA Authorization, and a Living Will.
Kids Protection and Guardianship
There are a few simple steps that every parent should take to make sure that their children don't have to spend even a single night foster care. Guardianship nominations make your voice heard when it comes to the care of your children if you weren't able to be there for them.
Last Will and Testament
A will allows you to choose who will receive your money and property when you pass away.
Revocable Living Trust
A revocable living trust gives you tremendous confidence that your assets will be managed according to your wishes – both while you are alive and after you have passed away.
Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILIT for short) allows your life insurance policies to avoid estate taxes. And because it is a trust, you have the same flexibility and control over how the life insurance proceeds are spent as you do with a revocable living trust.
Call us at (888) 909-1414 or contact us online to schedule a no-fee Discovery Session where you will discover how we can help you and your family.