Estate Planning

A properly executed, comprehensive plan for the future helps you prepare for the unforeseen, preserve your assets, and protect your family. It can be difficult to think about these things, but good estate planning eases the burden on your family should anything happen to you.

A will is the foundation of your plan. It designates who will receive your property upon your death, and establishes who will see to your affairs. If you have children, the only way to designate a guardian for them is by having a will. You can also create trusts for the care of your children and other dependents in your will.

In the event that you become incapacitated you may need people to act on your behalf, care for your children, and make medical decisions for you. Brian will help you draft the following:

  • General durable power of attorney, authorizing a trusted agent to make financial decisions for you
  • Health care power of attorney and living will, giving someone the power to make medical decisions including the carrying out of your end-of-life wishes
  • HIPAA authorization, stating who has the authority to talk to your doctors and access your medical records
  • Standby guardianship, identifying someone who will be responsible for the temporary care of your children

While we create your plan, we will also discuss your needs for life insurance, disability insurance and long-term care insurance. We can also establish trusts for the care of your dependents or to help minimize your tax burden.

Planning for the future does not have to be intimidating. Brian will provide sensitive, compassionate advice to help you prepare the plan that best meets the needs of you and your loved ones.