Basic Estate Planning Documents
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Powers of Attorney
A power of attorney is the grant of legal rights and powers by a person, the “principal,” to another, the “agent” or “attorney in fact”. To read more about why you need a Power of Attorney – CLICK HERE!
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Health Care Proxy
A health care proxy is a document executed by a person, “the principal,” giving another person “the agent” the authority to make health care decisions for him or her. To read more – CLICK HERE!
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Last Will & Testament
A written expression of a person’s wishes, as to the disposition of his or her property, that takes effect after death. To read more about Last Will & Testaments – CLICK HERE!
Trust Based Estate Planning
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Planning with a Testamentary Trust
Although a client’s usual intention in executing a Trust is motivated by a desire to avoid the Probate Court upon his or her demise, there are instances where it is in the client’s best interest for Probate Court involvement. To learn if a Testamentary Trust is right for you – Click here!
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Inter Vivos Trusts
A separate legal entity that is commonly used for both Estate planing and Medicaid planning. Trusts are commonly used in asset protection planning. To read more about whether a Trust is right for you – Click here!