What every Family needs to do

The information in this website is designed to provide you with basic estate planning information that will help you to move forward with you own estate plan.   However, before reading about the technical aspects of trusts, powers of attorney, and other legal matters, we believe that you should always keep in mind that estate planning really begins at home – with thoughts of the people you love and care for, those who are counting on you. What will happen on the day that you are no longer here?  Where will your loved ones turn for support, guidance, and security when you are gone?  Proper estate planning answers these questions by establishing a plan to provide for yourself and your loved ones without giving up control of your affairs.  A proper estate plan should also save every tax dollar, professional fee, and court cost that is legally possible to save.

What documents are needed?
  In most cases, thoughtful completion of the following documents will meet your estate planning needs:  

Revocable Living Trust
to provide for distribution of your assets at your death without probate court involvement, thereby saving time and money for your loved ones upon your death or disability. Within your Trust, a Children’s General Needs Trust will be established to protect the inheritance of non-disabled children.  If you have a child with an intellectual and/or develpmental disability "i/dd"), a Special Needs Trust may be necessary to protect his or her inheritance. A Revocable Living Trust will name a Successor Trustee to handle your affairs if you are disabled and after your death, distribute your property and to manage your children’s Trusts.  

Guardian Designation
to legally designate someone to raise your minor child or children until they are 18 (if you should die before then).

Power of Attorney for Financial Affairs
authorizing someone to handle your financial affairs if you are unavailable or incapacitated.  

Power of Attorney for Health Care and Advance Directive
designating someone to make decisions about your health and medical care if you are unable to do so.  You may also include end-of-life decisions regarding your desires for end of life decisions – do you want artificial life support systems, or not?

Memorial Instructions
to provide your loved ones with directions upon your death.  

Since each family has unique planning concerns and goals, your estate plan may require other planning tools.


Listen. Counsel. Plan.®


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