Wills
Do you need a will? What happens if you die without a will?
Is this your second marriage? Do you have kids from a previous marriage? Do you have step children or in-laws that you would like to help financially?
Do you have a will that clearly states what you want? Can you find it?
Do you know what a will can and cannot do?
Trusts
Do you want to transfer your assets without your personal information being made public?
Do you have a child who has long term care needs?
Do you anticipate a physical or mental decline in your health?
Do you want flexibility how and when your assets will be distributed to your family or organizations you care about?
Durable Power of Attorney
What is your plan if you become incapacitated?
Who will make your health decisions for you?
Who will manage your finances?
Do you want to avoid a guardianship where the court chooses who manages your health care decisions and your finances and each year your case is reviewed in court?
APPOINTMENTS AVAILABLE NOW
Property Ownership & Gifts
How do you own property? What type of gifts will you make during your lifetime?
Living Will & Healthcare POA
Who makes your health care decisions? Do you have specific wishes for your medical treatment?