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Wills and Estate Planning

Ensure your wishes are granted and help protect your family's future.

Will

  • Appoints someone to settle your affairs

  • Choose who will receive your property

  • Decide who you want to raise your kids

Living Will

  • Gives you the power to choose the medical treatment you do or don't want if you become unconscious

  • Helps avoid arguments between love one over what medical treatment you should get

  • appoint a trusted person who help ensure your healthcare wishes are respected.

Trust

  • Your trust ensures your accounts are available to those you designate with zero interruption

  • Helps prevent your loved ones having to deal with the court system which can include costly fees.

  • Protect your privacy. Probate court records are public records.

Healthcare Proxy

It is important to appoint a proxy you trust who will be assertive and honor your wishes. Make sure your proxy is aware of your:


  • Personal attitudes toward health, illness, death, and dying

  • Medical treatment preferences, such as feelings about palliative (comfort) care, life-sustaining care (like artificial hydration and nutrition), and treatments you may need in the event you are unconscious

  • Religious beliefs

  • Feelings about healthcare providers, caregivers, and healthcare institutions

Power of Attorney

  • A power of attorney is a document—typically prepared by a lawyer—that names someone you trust as your agent to make property, financial, and other legal decisions on your behalf.

  • Rules about powers of attorney—including limitations on what an agent can and cannot do—vary from state to state. You can also set customized limits on what your agent is allowed to do on your behalf.

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