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Having a Will is an absolutely necessary and involves putting in place basic documents. Our basic estate planning documents include the following: a Revocable Living Trust, a Durable Statutory Financial Power of Attorney, a Durable Health Care Power of Attorney, a Health Insurance Portability and Accountability Act ("HIPAA") Release, a Disposition of Personal Effects List, and a simple "Pour-Over" Will.
Trusts are important for those that are looking for the following: asset/creditor protection for a surviving spouse and children, grandchildren, etc., and tax reduction through the generations. We also work with every client to make sure a client's trust is "funded." We assist with transferring investment accounts, real property, business interests to a trust. We also assist with implementing appropriate beneficiary designations for qualified retirement accounts, and insurance policies.