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Do you need an Estate Plan? Take our quiz now >

What is an Estate Plan?

An Estate Plan is a comprehensive set of documents which protect you throughout your life and provides for your family, even after your death.

 

An Estate Plan is not just for the wealthy and is about more than distributing assets at your death.  Estate planning is about preparing for every stage of life.  Your legacy is important, but so is protecting your health and your children.

 

If you become incapacitated an Estate Plan allows you to:

  • Nominate an agent to make medical and financial decisions on your behalf should you become injured, sick, or otherwise unable to make those decisions for yourself.
  • Give your authorized agent access to your protected health information so that they can make informative medical and financial decisions on your behalf. This will include your medical diagnosis, treatment options, and the costs of those treatments.
  • Authorize your agent to maintain your daily life until you recover, such as opening and responding to your mail and paying your bills.
  • Choose whether or not you would like to be on life support and for how long.  People can remain on life support for years.  It is incredibly expensive and can bankrupt your family.

Upon your death an Estate Plan allows you to:

  • Select guardian(s) for your children, a safe home for your pets, and provide each with financial support.
  • Avoid a probate court proceeding – an expensive court process that can take years to complete.
  • Transfer your assets to whom you want, when you want, and per your terms.
  • Choose whether or not you’d like:
    • An autopsy
    • To be buried or cremated
    • To donate your organs. If so, which ones and for what purpose.  Is your donation for transplant only or are you ok with medical research?  With an Estate Plan you can choose.

Do you need an Estate Plan? Take our quiz now >

What is an Estate Plan?

An Estate Plan is a comprehensive set of documents which protect you throughout your life and provides for your family, even after your death.

 

An Estate Plan is not just for the wealthy and is about more than distributing assets at your death.  Estate planning is about preparing for every stage of life.  Your legacy is important, but so is protecting your health and your children.

 

If you become incapacitated an Estate Plan allows you to:

  • Nominate an agent to make medical and financial decisions on your behalf should you become injured, sick, or otherwise unable to make those decisions for yourself.
  • Give your agent access to your protected health information so that they can make informative medical and financial decisions on your behalf. This will include your medical diagnosis, treatment options, and the costs of those treatments.
  • Authorize your agent to maintain your daily life until you recover, such as opening and responding to your mail and paying your bills.
  • Choose whether or not you would like to be on life support and for how long.  People can remain on life support for years.  It is incredibly expensive and can bankrupt your family.

Upon your death an Estate Plan allows you to:

  • Select guardian(s) for your children, a safe home for your pets, and provide each with financial support.
  • Avoid a probate court proceeding – an expensive court process that can take years to complete.
  • Transfer your assets to whom you want, when you want, and per your terms.
  • Choose whether or not you’d like:
    • An autopsy
    • To be buried or cremated
    • To donate your organs. If so, which ones and for what purpose.  Is your donation for transplant only or are you ok with medical research?  With an Estate Plan you can choose.

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