What is Estate Planning?

It is the process of preparing documents, such as Wills, Trusts and Powers of Attorneys, to protect what you have worked so hard to accomplish, to provide for your loved ones and to make final decisions about your life so your loved ones can take care of you.

Wills and Trusts

Wills (or Last Testament) and Trusts are the documents that assist you in distributing your property according to your wishes. They also protect your property for you and your loved ones.

Powers of Attorney

Powers of Attorney are the documents that protect the you while you are alive, but are unable to take care of yourself. You appoint an agent who is competent and trustworthy to take care of your financial and business needs, as well as making health care decisions when you are no longer able to do so. This can include end of life medical decisions.

Do you have these documents in place? If not, why not?

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