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What is Estate Planning?

a way to ensure your assets are distributed according to your wishes after you die or become incapacitated and that your loved ones won't be faced with complications or conflicts


It commonly includes:

  • Revocable Trust

  • Last Will and Testament

  • Financial Powers of Attorney

  • Healthcare Powers of Attorney

Probate

the legal procedure where assets are formally passed to beneficiaries after death.

It is:

  • time-consuming

  • delays disbursement of the estate

  • expensive

  • public

  • completely avoidable

Goal: avoid probate

You have a Will

It was drafted for you at birth by the State.


If YOU would like choose what happens to your estate upon death or incapacitation, and not leave it up to the state, continue on.

Your Will

A Last Will & Testament is a legal document that outlines the wishes for the administration and division of an estate after passing.
It can also serve to assign legal guardianship over minors and wishes for pets.

A Will does not avoid probate.

Assets owned in a deceased person's name with no named beneficiary are no longer accessilbe once the asset owner dies. A petition must be filed with the probate court to move forward.
Insert delays, fees, and permission

Revocable Living Trust

legally binding instrument that allows a third party, or trustee, to hold assets on behalf of a beneficiary. It is a legal document traditionally used for avoiding probate and minimizing estate taxes.

Assets owned in the name of a Trust are immediately accessible to the trust maker's designated successor.

A Trust also provides:

  • Privacy

  • Creditor Protection

  • Special Needs Protection

  • Potentially Reduced Estate Taxes

  • Assets for Minor Children

  • Special Provisions

Power of Attorney

If you are unable to act on your own behalf, choose who you trust to make important decisions in your life on your behalf.

Financial Power of Attorney

Potential responsibilities:

  • pay bills

  • make investment decisions

  • conduct real estate transactions

  • file taxes

  • other financial management needs

The financial power of attorney may be compensated

Note: Your agent acting under a power of attorney has no control over decisions involving assets owned by your trust. The trustee of your trust manages assets owned by the trust. Your agent does not have testamentary powers either. They cannot sign new documents into being on your behalf, nor make changes to your qualified accounts. 

Healthcare Power of Attorney

Responsible for making healthcare decisions for you if you become unable to do so yourself.

State laws vary regarding the specific allowances for a healthcare power of attorney.

Generally they can agree to, refuse, or withdraw treatment on your behalf.

Communicate your wishes clearly to this trusted person and consider including details about your medial wishes in your final letter of instruction.

Are you ready to take control of your estate?

Avoid probate

Maintain your privacy

Prevent delays

Forgo paying unnecessary fees

Choose how your assets are dispersed and to whom!

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