Estate Planning is a tough topic; let us make it easier.

Whether you are a young adult or elderly, Estate Planning can be an essential investment for one’s property and care for their loved ones. Whether land, material objects, money, or a loved one’s care, it all can be taken care of with proper estate planning. What helps is knowing what each estate document means and what limitations an heir, administrator, executive, etc may have. That is probably the most common thing I hear, “I am interested in estate planning, but I am not sure what I need, but here is what I have, and here are my wishes….” or “I am my loved ones’ Power of Attorney, that means I can stop them from spending their money, take this option of healthcare instead of that one, what am I allowed to do?”

Our office encourages potential clients  to view our website to assist in formulating some ideas for their particular estate planning options.  The following are some terms to review and become familiar with:

  • Warranty Deed
  • Quitclaim Deed
  • Beneficiary Deed
  • Revocation Deed
  • Bill of Sale
  • Last Will and Testament
  • Living Will
  • Certification of Trust
  • Authorization to Disclose Health Information
  • Healthcare Power of Attorney
  • Revocable Trust
  • Memorandum of Gifts of Tangible Personal Property
  • Power of Attorney
  • Appointment of Temporary Guardian of Minor Children

One of the most important pieces of information to start this process is the client’s full legal name, and full legal name of Spouse and.or loved one along with the 2nd or 3rd successors’ full legal names; SSN, Address (for deeds we would need whatever address the client would want their taxes sent to), copies of the deed or deeds that they may already have, DOB, for the extensive Last Will and testaments and Trusts we would need account information, estimates, etc. We would also need the amounts or percentages, as well as lists of objects of what each family member may be getting in the client’s Will or Trust.