Wills and Estate Planning
Wills ~ Probate ~ Trusts ~ Living Will ~ Power of Attorney
A good plan will protect your assets for future generations and ensure that your wishes are carried out. A plan can also assure that your family business will survive after your death, providing financial security for your spouse and your family.I thoroughly review any of your existing estate planning documents and evaluate with you whether those documents continue to meet your objectives. It is important to me to ensure that my clients understand what their documents do for them, what kinds of documents can be the most effective, and when and how to use them.
A Will, Durable Power of Attorney and
healthcare directive (also called Living Will or Physician's Directive) are foundation documents that each of us need to have prepared. A Will clearly states our wishes and serves to protect our loved ones.
A Durable Power of Attorney allows you to name a person who will be your health care and financial agent to make your
medical and financial decisions if you are incapacitated and unable to make those decisions for yourself. Finally, a Healthcare Directive is a legal document that voices your medical decisions if you are unable to speak for yourself as a result of medical incapacitation.If your estate requires additional planning we will work together to create a plan that is tailored to your needs and wishes.
Call to arrange a consultation: 509.922.1619
Tax Planning | Estate Planning | Medicaid Planning
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Phone: (509) 922-1619