TAKE THE PLANNING QUIZ

Planning means Peace of Mind.

Is your Will up to date?

Who will provide for loved ones if you are incapacitated?
A stroke or car accident may mean a court guardianship if you do not have a Power of Attorney or Revocable Living Trust.

Who will make health care decisions if you cannot?
A Health Care Directive will allow your loved ones to make decisions consistent with your wishes.

Asset preservation. What will happen to your assets if you require nursing home care?

Probate and probate avoidance. A careful review of how your assets are titled and the type of assets you own, along with a good understanding of your wishes about who should receive your assets on your death, is critical to the decision about whether to avoid probate and/or set up a trust. You should get legal advice before changing the ownership or beneficiary designation of your assets.

Estate Tax.Has your Will or State Plan been updated since the 2001 Tax Reform Act?

Planning means Peace of Mind. Make a loving gift.
Make an appointment today.