Power of Attorney for Health Care
- Gives loved ones the power to make health care decisions if you can’t
- Contains your wishes for end-of-life care
- Prevents the need to petition for guardianship in court
My Estate Planning Philosophy
Estate planning should be short, simple, human, and correct.
I strive to create simple, straightforward legal documents. But my documents aren’t basic—they are thoroughly grounded in my experience with the common issues of elder law and special needs planning. They are completely customized for your needs and include enhanced provisions such as the ability to create special needs trusts.
47%
of American adults have not appointed a loved one to make medical decisions for them if needed.
82%
of people say it’s important to put their health care wishes in writing, but only 23% have done so.
58%
of American adults don’t have a will.
The Elements of an Estate Plan
Power of Attorney for Finances
- Gives your loved ones the power to manage your financial and legal affairs
- Contains your directions for managing your property
- Prevents the need to petition for guardianship in court
Last Will
- Names the person in charge of carrying out your last wishes
- Names guardians for your children if something happens to you
- Distributes your property
- Creates trusts to protect your beneficiaries and set rules for the use of your property
Living Trust
- Gives you greater control over your property and who is in charge of it while you are still alive
- Distributes your property without requiring probate, making it faster and easier
Read More About Estate Planning
The Estate Planning Process
1. Consultation
The first step is to assess your current situation. What will happen if you or your spouse fall ill or lose mental capacity? Have you named a loved one to make health care decisions for you? Can anyone manage your property and pay your bills for you? What if you or your spouse die?
I can answer these questions for you in a free estate planning consultation. Once you know where you stand, you can make decisions about what you want to change.
2. Decisions
Once you know your current situation, you can start taking action. I help by answering your legal questions and recommending a course of action.
As I guide you through the process, you make decisions and I draft the legal documents that will compose your estate plan.
3. Signing
After I’ve answered your questions and drafted your legal documents, it’s time to execute them. We do this in a meeting where we review your documents all at once, I answer any last-minute questions, and then I ensure each document is executed correctly.