Estate Planning
Making The Case
- Estate planning is the process to ensure that in the event you are unable to make your own decisions, you have appointed and established a process to be followed.
- Estate documents include trusts, wills, living trusts, medical and financial powers of attorney, etc.
- Without these documents, there are a number of challenges that can arise:
How We Help
Without a medical power of attorney, if your loved one is incapacitated, you are not able to speak on their behalf. This generally leaves doctors to make the hard decisions that you may otherwise make.
Without proper asset titling, your assets can end up in probate. Probate is a complex, time-consuming, and expensive process. It can create a high amount of family stress and tarnish the benefit of your hard-earned money.