Estate planning is more than identifying and setting aside assets for future generations. Proper estate planning protects assets from unforeseen liabilities during one's lifetime and can be essential in separating business assets from personal assets. Estate planning provides financial security and consistency during retirement as well as accounting for future medical and long-term health care concerns. Estate Planning is also essential in ensuring trusted individuals will be making key financial and medical decisions for those in need of special assistance now, in the future, and for just-in-case scenarios.
Some common services in the area of Estate Planning include:
- Powers of Attorney (Durable and Medical/Limited and General)
- Conservatorships & Guardianships
- Wills & Trusts, and
- Deeds to Real Estate