Lisa works closely with individuals and family groups in creating and implementing effective estate planning solutions. When crafting estate plans, Lisa takes a forward-looking and individualized approach. She believes that estate planning is important for not only the distribution of property but for well-being of clients and beneficiaries.
Estate planning is for everyone
We all need a Will, Durable Power of Attorney, Health Care Power of Attorney, and Advanced Health Care Directive. No matter how large or modest, nearly every adult has an estate. An estate consists of everything you own: your house, retirement account, savings, car, furniture and other personal items. Estate planning is not just for the wealthy or just for seniors. Estate planning allows you to state your wishes and ensure that they are carried out.
Now is the time to plan your estate
No one likes to think about mortality or the possibility of being unable to make decisions independently. Yet, it is important to make estate planning a priority for yourself and for your family. Being prepared with a plan in advance to name who should receive the things you own when you die and how you want to manage your medical affairs if you become incapacitated can bring peace of mind to you personally but can also be a great benefit to your loved ones when your estate plan is in order.
Lisa Ellis listens to your goals for your health care decisions, assets, and how you want your estate to be passed down. We put you and your goals in the center of our representation and answer all your questions to help you decide on the solutions which are right for you.
We provide all of the following solutions:
Last Will and Testament
Durable Power of Attorney for Finances
Health Care Power of Attorney
Health Care Directive (Living Will)
Advanced Mental Health Care Directive
Mental Health Advance Directive
Community and Separate Property Agreements
Credit Shelter Trusts