- Wills,
- Revocable Trusts
- Special Needs Trusts
- Financial Directives
- Healthcare Directives
- Estate Plan and Document Review
- Estate Plan Updates
Planning your estate in advance helps to avoid complications and expenses for your heirs when you die. Property passes to your heirs by will, trust, or by operation of law. Each estate plan is fact-dependent and is based upon many factors, including, but not limited to, your wishes, the impact of inheritance taxes on your estate, the most-efficient way to transfer assets, how title to your assets is currently held, and your decision in how you want to proceed after a consultation with an attorney.
You may also want to consider including a healthcare directive and a financial directive in your plan. A healthcare directive allows persons of your choice to make health care decisions for you in the event you are unable to make your own healthcare decisions. A financial directive allows persons of your choice to assist you in all of your financial matters. Both directives will address your unique needs and wants.
If you do not have an estate plan, then you may want to consider providing for your heirs. Your estate plan should be reviewed to see if it continues to meet your needs after any life changing event or every two or three years.
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