WHAT DOES ESTATE PLANNING INCLUDE?
- Wills & Trusts
- Medical Directive & Proxy
- Power of Attorney
- Beneficiary Designation
Estate Planning
WHAT TO KNOW
An estate plan sets how you will receive care in life and what will occur to your assets once you pass. This takes into consideration your will, any trust you contributed to, any property you own, and medical procedures that take place now and in the future. It also includes who will be your proxy if you are no longer able to make financial and medical decisions.
Our team can help you fully understand this process! Contact us for any questions or concerns you have:
More About Specific Forms You Need:
We are committed to a very transparent process when it comes to your own care and wellness. Find out more about estate planning requirements and how to best prepare for it.