Loving acts
to secure your family's future
ESTATE PLANNING ASSISTANCE
If you are age 18 or older, having basic estate planning documents in place is very important to protect you and your loved ones from court involvement if you become incapacitated.
“Jane was respectful, patient and thorough. I wanted to have my estate plan done within a limited time and Jane made that happen, cheerfully and efficiently….She gave me homework with reasonable time frames and that kept me moving without undue stress.” Ceil S.
There is an efficient and affordable way to create your basic documents, including a:
- Durable Power of Attorney: you designate who will have the authority to take care of your personal financial affairs if you become incapacitated
- Advance Health Care Directive: you decide who will have the authority to make medical decisions for you if you are not able to
- HIPAA: you determine those individuals who your doctors are authorized to talk to about your health and welfare if you are incapacitate and not able to communicate.
Which Plan Is Right For You?
“I tried (to complete the documents) on my own at first and got fairly far, but in the end, Jane’s help was absolutely necessary to get it right.” Mike C.
Most people do not know what kind of estate plan they need. You either need a “will” or a “trust” package. If you’re not sure, this free assessment will help you discover whether a will or a trust is more appropriate for you.
TAKE OUR FREE ASSESSMENT
