We will work with you, and your Attorney, to develop the best plan for you and your loved ones.
Below are some of the documents you should expect to execute while planning your estate. We will be with you every step of the way for this important process.
Summary Information – Keep a list of your insurance policies, brokerage accounts, businesses you own, outstanding debt, credit cards, tax-related documents, and names with phone numbers of professional advisors in a single place that can be easily accessed. As time passes, review this document and update as necessary.
Will – Your will is a written document that conveys your wishes and intentions after your death. A Will is filed with your State as a legal document to be executed by your Personal Representatives or Executors when the time is necessary. In your will, you may bequeath assets to your heirs, and designate a guardian(s) for your minor children.
Durable Power of Attorney for finances – It is a good idea to designate an individual(s) to make financial decisions on your behalf if you should become incapacitated. This document is your authorization for the individual(s) to sign checks and access your information with financial institutions.
Medical directives – You may name an individual(s) to make health related decisions for you in the event you become unable to make them yourself.
Funeral instructions – It is a common practice to advance-plan your funeral arrangements with a Funeral Home of your choice. This process, although difficult to think about, is helpful to you so you will have the arrangements of your choice, and helpful to your heirs so they do not have to be concerned with the arrangements or costs in their time of grief.
Taxes – Your estate plan should include provisions to minimize taxes if your estate might be subject to taxes at either the state or federal level. We are experienced in all aspects of preparation and filing of these taxes.