Estate Planning

I recommend everyone have 5 documents for estate planning: (1) a will – everyone needs a will; (2) a health care proxy for decisions concerning treatment when you cannot make or communicate your own wishes; (3) a durable power of attorney that authorizes an “agent” you know and trust to take care of your financial matters; (4) A HIPPA form, a legal authorization that allows a loved one or friend to access your medical information; and (5) a trust (based on your situation) to manage, protect and eventually to distribute your assets. I give a free 30 minute consultation to discuss what may work best for you.