WHAT ESTATE PLANNING DOCUMENTS SHOULD I HAVE IN PLACE?
I advise my clients to have a Last Will and Testament, Durable Power of Attorney, Health Care Proxy and Living Will. However, depending on the client’s needs and goals, some of the documents may be unnecessary or additional documents, such as a revocable or irrevocable trust agreement may be suggested. As part of the service I provide, I will review your current personal and financial situation and advise you as to your estate planning needs. Feel free to contact me with your questions. The initial consultation is free.