Estate Planning

All good Estate Plans should contain at least the following documents:

1. A Trust to hold your assets for your use. This trust should protect your heirs from creditors and make sure your estate avoids probate. The only reason you do not need a trust is if you do not own any real estate (property) AND you have less than $100,000 in combined assets at the time of your passing.

2. A Will which specifies your assets are owned by your trust and that your executor may serve as your independent administrator, without a bond, in the event a court case is filed.

3. A Power of Attorney for Property which names a person to help control your assets in the event that you become disabled.

4. A Power of Attorney for Health Care which names a person to help control you make medical decisions in the event that you become disabled. This document should also specify any medical treatment that you would not want if you were able to make decisions.

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