ESTATE PLANNING DOCUMENTS

Last Will and Testament

A Will is a legal document that coordinates the distribution of your assets after death, allows you to appoint guardians for minor children, and set up trusts for minor children and grandchildren.

Do I need a Will?

Health Care Power of Attorney

Allows you to appoint someone to make healthcare decisions for you if your treating physician determines that you lack capacity to make healthcare decisions for yourself.

Do I Need a Health Care Power of Attorney?

Living Will

A Living Will, also called an Advanced Directive, is a document that allows people to state their wishes for end-of-life medical care, in case they become unable to communicate their decisions.

Do I need a Living Will?

HIPAA Release

This documents allows individuals to authorize their healthcare providers to disclose their protected health information.

Why do I need a HIPAA Release?

Trusts

A Trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary.

Estate Planning FAQ

Estate Planning: Service