The Benefits of Smart Planning Are as Easy as:


Saving time and money for you and your family is easy with these three documents. All three are designed to keep you and your family out of the probate court during and after your lifetime, saving both time and money and providing you and your family with peace of mind.

Revocable Living Trust

Your Revocable Living Trust is the cornerstone of good estate planning. The trust will avoid probate of the assets placed into the name of the trust, and will direct how and when your beneficiaries will receive your property. It will save the time and expense of probate. The trust can be amended or revoked and all of the assets you place into your trust are yours and under your control. The trust also avoids the risks of joint ownership. Your Revocable Living Trust is a gift to your family that will last beyond a lifetime.

Durable Power of Attorney

In your Durable Power of Attorney, you name a person (your agent) to help manage your property, pay your bills, and assist in your medical treatment decisions. A Durable Power of Attorney will continue in effect even if you become incapacitated. A Durable Power of Attorney may eliminate the necessity of having a guardian or conservator appointed in the probate court to assist an incapacitated person, saving the time and expense of probate court.

Patient Advocate

In your Designation of Patient Advocate, you state when you want or do not want life support, and you name a person (your patient advocate) to speak for you if you are unable to communicate your directions.

Click here for more information about wills and trusts.

Click here for information about creating a gift list.

Click here for information about the uncertainty of payable upon death accounts.

We are always pleased to answer your questions regarding estate planning.  Please feel free to call us (313) 584 1460.