Estate Planning

Simple Wills and Other Estate Planning Documents

Estate planning refers to the field of law that addresses what happens to your estate – your property, your debts, and your body – after you die or become incapacitated. Basic estate planning documents include:

  • Will
  • Living Trust + Pour-Over Will
  • Power of Attorney
  • Medical Power of Attorney
  • Statutory Healthcare Directive

Estate planning has three main objectives: 1) wind down your estate after you pass, 2) authorize a third party to manage your affairs if you become incapacitated, 3) minimize your tax burden.

The first objective is addressed with a will or a trust. A will is, essentially, a set of instructions to someone you trust – called a Personal Representative – about how to wind down your estate and dispose of your human remains after your die.

The Firm offers basic estate planning services including preparation of wills, trusts, powers of attorney, and healthcare directives. It does not provide tax-planning advice, though it can recommend attorneys who do.

The Firm can also provide clients with the legal documents necessary to authorize a third party to take care of your health and medical needs in the event you get incapacitated, either temporarily or permanently.

Finally, the Firm can provide you with the legal documents necessary to have a third party to manage your business / legal affairs while you are incapacitated, traveling abroad, or otherwise indisposed.

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