ESTATE PLANNING

Essentially, a Trust is a way to control how your assets are managed and distributed, both during your lifetime and after your death

A will, also known as a last will and testament, outlines how a person's assets and property should be distributed after their death.

A financial power of attorney (POA) is a legal document in which one person, the principal, grants another person, the agent or attorney-in-fact, the authority to manage their financial affairs. 

A health care directive allows you to state your medical preferences and appoint a trusted agent to make health care decisions for you if you become unable to speak for yourself.

Trust funding refers to the process of transferring ownership of your assets (such as real estate, bank accounts, investments, and other valuables) from your individual name into the name of your trust

For 18+ going to college where parents want to discuss financial matters with colleges or act as their healthcare proxy in cases of emergency.

For those that previously had an Estate Plan created, but they want to review and perhaps update it with new Trustees and or beneficiaries.

For estates where the principal has died and the Trustee is responsible for administering the Trust corpus to beneficiaries.