Estate Planning

We work closely with individuals and couples to create individualized estate plans.  Estate planning includes a discussion about what you do or do not want done to preserve your life during a serious medical event and how all your assets will be distributed at your death.  Estate planning also involves discussing your assets, potential estate taxes and organizing your key documents.

The process does not need to be confusing or overwhelming.  Attorney Lisa Ellis will listen to your goals for your health care decisions, assets, and how you want your estate to be passed down and help you decide on the estate planning options which are right for you.

No matter their net worth, every adult should have an estate plan containing four essential documents.

1. A will or trust controls distribution of your assets not already covered by beneficiary arrangements.
2. A durable power of attorney for finance appoints another person to act on your behalf to financially manage your assets in the event of incapacity.
3. A durable power of attorney for health authorizes someone to make medical decisions for you in the event that you are unable to do so yourself; and
4. An advanced health care directive specifies treatment preferences and who can make medical decisions in the event of incapacity.

We can help you get and keep your affairs in order.  Please contact us.