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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

There are many potential tools to keep your estate affairs orderly and private—you get to choose now.