Estate Planning

Our goal is to help ensure your wishes are followed, including what happens to your money, property and personal items and who will manage your estate. Key components include:

• Wills: A legal document that outlines how your assets will be distributed

• Trusts: Arrangements where a trustee holds and manages assets on behalf of beneficiaries

• Power of Attorney: A legal document that grants someone the authority to make decisions if you are unable to do so

• Healthcare Directives: Instructions for your medical care if you become incapacitated

• Beneficiary Designations: Naming individuals or entities to receive benefits from life insurance policies, retirement accounts, etc.

• Guardianship Designations: Appointing guardians for minor children or dependents

• Tax Planning: Strategies to minimize estate taxes and other taxes related to your estate.

Estate planning ensures your family and loved ones are taken care of and potential legal complications are minimized.

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