A Will is a document that dictates your wishes for you, your estate, and your family after your passing. A Will can include testamentary trusts for delayed distribution of assets. This is particularly important for beneficiaries with special needs or who might be minors when they become eligible to receive from a Will.

A Revocable Living Trust ensures privacy of your estate plan and provides flexibility in distribution of your assets. It it typically put in place to avoid probate altogether. In unique situations an Irrevocable Trust may be put in place to provide for a special needs beneficiary without exceeding his/her governmental benefits limits.

Powers of Attorney for Health and Finances ensures that someone you trust to make critical decisions for you is in place should you ever become incapacitated. Incapacity can occur to anyone at any age, so it’s never too early to make sure you’re never alone. Health Care Powers of Attorney are also known as Advance Directives or Living Wills.

Guardianship may become necessary when a person’s incapacity in regard to health or finances becomes permanent. We can help you to put Powers of Attorney in place to avoid formal guardianship proceedings should you face permanent incapacity. We can also assist in providing legal counsel should a family member need a formal guardianship proceeding.

A Prenuptial or Postnuptual Agreement can bring clarity and confidence to a new marriage. Contrary to some beliefs that such agreements show a lack of trust in a relationship, in reality they simply ensure that if there is a formal separation or divorce there are no surprises when it comes to asset distribution and protection.

Contact us for a FREE consultation where we can advise you on the right combination of products and services to help you head into whatever the future holds with confidence.