Planning for Your Well-Being, Today

A complete estate plan does more than prepare for what happens after you're gone; it provides crucial protection for you, right now. Should you ever be unable to make decisions for yourself due to illness or injury, a well-crafted incapacity plan ensures your wishes are known and legally respected. It empowers the people you trust to act on your behalf, preventing potential family disputes and ensuring your affairs are managed seamlessly. We help you architect this vital part of your plan, providing clarity and control during life's most unpredictable moments.

Your incapacity plan is built upon several key legal documents, each with a distinct and important role:

Durable Financial Power of Attorney

This legal tool allows you to appoint a trusted agent to manage your financial life—from paying bills and managing investments to handling real estate matters—if you become incapacitated. It is a cornerstone of protecting your assets and ensuring your financial affairs continue to run smoothly, preventing the need for a costly court-supervised conservatorship.

HIPAA Authorization

Strict medical privacy laws (HIPAA) can prevent doctors from sharing your health information, even with your closest family members. This simple but essential authorization grants your chosen representatives access to your vital medical records, allowing them to make informed, intelligent decisions about your care.

Health Care Power of Attorney

Your health care agent is your voice to the doctors to make medical decisions on your behalf if you cannot. This person becomes your chosen advocate, from managing prescriptions to making medical decisions, your agent is legally empowered to ensure you receive the care you would have wanted.

Advance Directive for Health Care

This document outlines your specific wishes regarding end-of-life care and other critical medical treatments. By clearly stating your preferences in advance, you provide invaluable guidance to your family and medical providers, ensuring your personal values are honored and preventing painful disagreements during an already stressful time.

Co-Trustee

A Revocable Living Trust, discussed below, can provide uninterrupted asset management upon incapacity. A trust provides for a smooth transition of control if you become incapacitated. Your chosen successor trustee can step in immediately to manage your assets, ensuring bills are paid and your affairs are handled without delay or the need for court intervention.

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The foundational document that outlines how your assets should be distributed, names guardians for minor children, and appoints a personal representative/executor to oversee the process.

Versatile and powerful legal instruments used to manage assets, bypass the public process of probate, provide for loved ones, and create lasting family legacies.

A well-crafted estate plan will help mitigate or eliminate the tax, so more of what you have built can get passed to your loved ones. See your potential estate tax with our estate tax calculator.

Strategic use of advanced tax planning tools, including specialized Irrevocable Trusts, designed to minimize exposure to estate, ensuring more of your wealth is preserved for your beneficiaries.

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A secure future begins with a well-structured plan. Contact us to schedule a complimentary and confidential consultation, whether you are building your plan from the ground up or seeking an expert review of your existing documents.

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