Wills and Trusts


Plan for the Expected and

Unexpected Events in your Life.

Wills and trusts estate planning is necessary for everyone. However, the tools used to plan for your estate should be unique to your situation. It is a common myth that an estate plan only designates persons who are to receive your property upon your death. A comprehensive estate plan allows you to delegate your personal rights (financial and/or medical) to others while you are alive and after you have passed. It ensures that your assets are managed and distributed according to your wishes along with protections for your assets and corresponding beneficiaries. An estate plan may consist of:

A Living Trust

Testamentary Trust

Irrevocable Trust

Pour-Over Will

Last Will and Testament

Living Will

Funeral Instructions

Burial Instructions

Financial and Medical Powers of Attorney

Non-Probate Transfers

Payable on Death Designations


Other Governing Instruments

Some estates may need simple beneficiary designations, while others may require a trust.

While at first glance, you may think that most of the aforementioned documents do not apply to your estate, but that may not be true. An estate plan is planning for the expected and unexpected events in your life. The hope is that some documents will never need to be used, but if a situation arises, you are prepared. Remember, the time when your delegation of authority is needed the most, it is usually too late.