What is Estate Planning?

Estate planning is far more then a will.  It should include
these building blocks to create a complete plan.  

Durable Power of Attorney

Advance Health Care Directive [your Living Will}  

Nomination of Guardians for minor children

Declaration of Marital Property [reduce capital gain tax]  

Assignment of assets into Trust

Deed of Real Property into Trust

Preliminary Change of Ownership for tax assessor

Get the peace of mind of a complete plan.

These documents provide for a secure future with the
flexibility that is necessary in the world today.

ESTATE PLANNING

What is Estate Planning?

If you want to know more about creating an
estate plan, click here.