Bringing Peace of Mind to One Family at a time.

Living Trust

A Trust is a legal method of holding and managing assets solely for the benefit of a trust beneficiary during your lifetime and transferred to your beneficiaries when you die. A Trust is created when the owner of a property (called the grantor, trust or settlor) transfers property to a person or institution (called the trustee) who holds legal title to the property and manages it for the benefit of a third party (called the beneficiary).

Will

A will is a legal document that states how your assets will be distributed, i.e., provides for who will get what asset, the person(s) nominated as an Executor(s) of your estate, and if you have minor child(ren), the person(s) nominated as the Guardian(s) of the person and/or estate of your minor child(ren).

Durable Power of Attorney

A Power of Attorney is a written document in which you appoint an “Attorney-in-Fact” to act for you in the event of your incapacity. You can give your Attorney-in-Fact broad or limited powers. Such powers can also be immediate or springing.

Advance Health Care Directive

An Advance Health Care Directive is a written document in which you appoint a representative to make health care decisions for you in the event of your incapacity. Such instructions may provide for: life-sustaining treatment, pain management, organ donation, disposition of remains or funeral arrangements.

These are only some of the documents that make up a complete and comprehensive Estate Plan.

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