4. Will and Revocable Living Trust. A will is essential to name guardians if you have minor children and provide for how assets will be distributed. In the current environment, and perhaps for the future,…
3. Health Care Proxies and HIPAA Releases. A health care proxy, or medical power of attorney, is a document in which you name an agent to assist if your are unable to act for yourself….
2. Advance Directive. This is a document in which you express your healthcare wishes and includes your instructions for what medical treatment you desire to occur under different circumstances, including end of life instructions. One…
1. Durable Power of Attorney (DPOA). A DPOA is a legal document in which you name a person, called an agent, to handle your legal, tax, financial and other matters if you cannot do so….
We are living in difficult times. What estate planning documents should you have? It’s ever more important during these trying times that everyone have critical documents that meet their needs, and all existing estate planning…
Clients have the choice of delivering any documents to our office by mail, via email, or in person. A telephone conference or video conference may be scheduled instead of an in-person meeting. We are continuing…