Did you know that only 4 out of 10 adults have some estate plan in place? Estate planning is often seen as a task for the elderly or sick. While it is essential to have these documents in place for the elderly and ill, it is equally important to have them in place for every adult.
Whether you are a new freshman in college to a newly retired individual, you must make your wishes known to your loved ones and care providers. Estate planning not only covers what happens when you pass away but also incorporates "living documents" such as a Power of Attorney or Medical Directive. These documents allow for you to make decisions in cases where you are alive but unable to make those decisions for yourself. We will walk you through each document to ensure you understand what they are and if they are needed for your individualized estate plan.
Please see a list below of the documents that we offer in our estate plans.
Common Estate Plan Documents
Last Will and Testament
Enhanced Life Estate Deed (Lady Bird Deed)
Power of Attorney
Our team will consult with you in a free consultation to determine what documents would be the best fit for you and your loved ones. Contact us to take the next steps in your Estate Plan.
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