Wills, Estates and Wealth Preservation
Having to think about writing a will can be a very stressful time, there is no need to figure this out on your own.
There are three important documents that everyone should have in place.
- Will
- Representation Agreement
- Power of Attorney
During your consultation, we will have a detailed conversation while listening to your concerns. Advise will be given and a plan will be implemented so that you can rest assured that your estate matters will be in order when the time is needed. It very important to think about estate planning.
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A Will is essential, it is without question. It is the beginning of helping to resolve any disputes that can arise among family members relating to the distribution of your assets. A Will should be specific, and it should finalize any last wishes one may have. The last thing you would want to do is leave your affairs in the hands of people you don’t trust or in the courts.
A Representation Agreement allows that one person you trust and that you appoint to make most personal and healthcare decisions on your behalf if you become unable to do so. If you have specific healthcare wishes, you can specify them in a representation agreement.
A Power of Attorney is a legal authorization that gives a designated person (agent) the power to act for another person, known as the principal. The agent may be given a broad or limited authority to make decisions about the principal’s property, finances, investments, or medical care.
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There are also other planning steps you can take please ask us about:
- Advanced Directives/Living Wills
- Estate Administration
- Joint tenancy of assets
- Corporate ownership of assets
- Trusts
- Life Insurance Designations
- Nominations of Committee
