ESTATE PLANNING

Estate Planning involves creating a lasting legacy for your children and other family members. Whether it is a simple will or a more complicated trust, Brian can create the perfect plan to meet your needs and goals for the future.

The best way to avoid a costly and emotionally draining contest is to create a comprehensive plan for the future which includes not only a plan for distribution of your assets after death, but also the necessary powers of attorney to plan for your future incapacity and guardianship of your minor or incapacitated children.
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Helping you preserve your estate is of the utmost importance to Brian. There are several documents to consider when creating a comprehensive estate plan:
1. A Will or Trust;
2. A Medical Power of Attorney;
3. A Durable Power of Attorney;
4. A Declaration of Guardian in the Event of Later Incapacity or Need of Guardian;
5. A HIPAA Authorization;
​6. A Lady Bird Deed;
​7. A Transfer on Death Deed;
​8. Supplemental Needs Trust.