Legacy and Estate Planning
Guardianship for Children
None of us want to think about someone else raising our children. But, if you are not there to care for them and have not appointed a guardian, the court will assign someone who may or may not be the person you would prefer. Protect your minor children by designating a guardian and providing a mechanism for financial support.
Healthcare Directives and Power of Attorney
A healthcare directive and power of attorney will ensure that you have someone to act in your stead when you cannot. Be sure that your wishes regarding your medical care are respected and that someone you trust can make legal and financial decisions for you. Understand what these documents cover and get information about what your state requires.
Trusts
Do you want to make sure that funds are put aside for your children’s care in case something happens to you? Has your tax advisor suggested a trust to bypass probate or minimize estate taxes? Trusts can be an important part of your estate plan, regardless of the size of your estate. Is a trust the right option for you?
Master Document
If you were incapacitated or passed away today, would your family know who to call or what to do? Putting together a master document that lists your banking and credit card information, investments, life insurance, and key contacts, such as your lawyer, power of attorney and executor, could be quite helpful to your loved ones. We’ve prepared a checklist to help get you started with your master document.
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