Legacy Planning Services
For those who want to reduce risk, get organized, and reduce anxiety, our Legacy Planning services are the solution you need. We will make the conversation as easy as possible, and help you create the plan you want we will walk you through the process and explain each step.
Planning for life after death is very important, but there are some things that can and should be done while we are still living. When thinking about estate planning, it’s important to also think about what happens if you are injured or are no longer able to take care of yourself.
What is Estate Planning?
Estate Planning is the action of arranging a person’s life before their death. This minimizes the effects of gift, estate, generation skipping transfer, and income tax. The size of your estate, or assets, will determine the level of detail needed for your plan.
Advanced Medical Directive
Advanced Medical Directive written instructions for how your health care will be handled when you are no longer able to make decisions for yourself.