The purpose of the Client Bulletins is to provide you with some information regarding the estate planning process. Legal advice varies depending on the facts; for that reason, the information in the Client Bulletins should not be acted on without consulting a lawyer and is advertising material.
- Preparing Your Family’s Financial Security discusses two methods of property management and distribution, the revocable living trust and the will. And what happens if you die without a will.
- Living Will or Durable Power of Attorney for Health Care discusses these two important estate planning documents as well as the durable power of attorney for property.
- Using Trusts in Estate Planning discusses the various types of trusts that are available and that can be created depending on an individual’s personal and financial objectives.
- The Estate Planning Organizer is the document we use to gather information which is necessary in assessing your situation and in development of your estate plan.