Planning Ahead

There are a range of people in the estate planning world; those who don’t know anything about an estate plan, those who have heard of one but don’t really know anything about it, and those who are well versed in all it entails. An estate plan usually consists of the following core documents; a Living Trust, Will, Advance Health Care Directive, Power of Attorney. While it is always ideal to have a complete estate plan, especially when you own assets with substantial value, if you aren’t ready to complete a living trust, it would still be beneficial to establish a Will, Advance Health Care Directive and Power of Attorney, irrespective of age or asset valuation. If you have questions about creating a plan, reach out to our firm for a complimentary consultation. Each document plays a key role in securing your future desires regarding your health care and financial decisions.