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Do not put your future at risk; if you do not have an estate plan already, the time to create one is now. We can help – contact us today!
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Estate Legal Documents
It’s so important that we know the laws, your rights and the correct legal documents that comprise an estate plan.
And…We do! In over 30 years, we have not met two families that are exactly the same. That’s why there are no two estate plans that are exactly the same. Each one of our LifePlans™ are individually customized to achieve the goals of each family. Don’t be fooled by those online, one size fits all, cookie cutter websites. They do not address the comprehensive planning that is necessary to Avoid Nursing Home Poverty.
Some of these documents can be confusing and we understand. Our dedicated team are here to answer your questions and it’s always a free phone call. (No hourly billing and no surprises!)
Here is a brief list of some of our LifePlan™ documents:
- Revocable Living Trust
- Protection Trust
- Tax-Advantaged Legacy Trust
- Last Will and Testament
- Health Care Power of Attorney
- Care Directive
- Financial Power of Attorney
- HIPAA