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estate planning

Last Will & Testament

A will is a basic estate planning document that is a legal document your wishes regarding the distribution of property and care of your minor children. 

Orange Blossom


Power of Attorney (POA) forms are legal documents which allow you to appoint others to act on your behalf.  There is not a one size fits all POAs are tailored to your individual needs. 

Document with Pen


A trust is a fiduciary agreement that allows a trustee to hold assets on behalf of a beneficiary or beneficiaries.  Generally trusts avoid probate and your beneficiary or beneficiaries may gain access to your assets more quickly, because probate is not involved. Trusts can be used to shield your assets from creditors and reduce your taxable estate,

Family Christmas Tree

HIPAA & Advance Directives

No estate plan is complete without HIPAA forms and medical advance directives.  HIPAA is a privacy law that ensures privacy and protect your medical information.  A release form is needed to share that information. 

Medical advanced care directives 

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