Estate planning that fosters peace of mind for the future.
A will is a legal document that allows you to designate who you want to benefit from your estate. In addition, a will allows you to designate who will care for your minor children. It also names the person who will be authorized, upon your death, to carry out your instructions outlined in the will.
A trust is a relationship established through a legal document called the trust agreement. The trust agreement provides the guidelines as to how the trustee should manage your assets for the benefit of your beneficiaries. When executed properly, the trust allows you to maintain a greater degree of privacy and avoid probate.
A power of attorney is a legal document which allows you to direct who has the authority to act as your agent by managing your financial affairs and/or making health care choices on your behalf in the event that you become incapacitated.
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