estate planning


Serve to manage an individual's financial situation in the event of their incapacitation or death. The planning includes the bequest of assets to heirs, the settlement of estate taxes and debts, and other considerations like the guardianship of minors and pets.

1.    Declaration of Guardian

2.    HIPAA Release

3.    Community Property Survivorship Agreement

4.    Beneficiary Designations

5.    Wills and Will Amendments

6.    Durable Powers of Attorney

7.    Medical Powers of Attorney

8.    Advanced Directive to Physician

9.    Powers of Attorney

10. Last Will and Testamentary

 


New Button Request Consultation
Share by: