Estate Planning

Do you have up-to-date documents?
Revocable Living Trust
Living Will (aka Directive to Physicians) Do you want DNR (Do Not Resuscitate) to be included?
General Durable Power of Attorney
Healthcare Durable Power of Attorney
Are there other efficient ways to avoid probate?
Beneficiary designations
Lady-Bird Deed
“Beneficial” owner car title
Special Needs Trusts: Keep their welfare benefits intact after you die and they are one of your heirs
Life insurance trusts
Charitable trusts