Estate Planning/Gifting

We recommend that all of our clients establish at least a basic estate plan.  This includes a Last Will and Testament, a Power of Attorney and a Health Care Proxy (with Living Will). A Will sets forth your instructions as to what happens to your property after you pass.  A Power of Attorney is a document used to name someone who will take care of your bank accounts and other assets during your lifetime if you become unable to do so yourself or if you would prefer delegating the bill paying to someone else.  A Health Care Proxy (with Living Will) is by far the most important estate planning document. You can use a Health Care Proxy to name an individual who will make medical treatment decisions for you in the event you became unable to do so yourself.  With a Living Will attached, you can give instructions as to what type of medical treatments you want and what types you do not want in the event of accident or serious injury.