Estate Plan Info Form

    

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Wills and Trusts

  • Simple Wills - Provide for Disposition of Assets
  • Contingent Trust Wills - Provide for Minor Children in the Event of Parents' Death - Nominate Guardians and Trustees
  • Maritalized Trust Wills - Minimize Estate Taxes
  • Revocable Living Trusts - If Avoiding Probate or Privacy are Priorities or you Own Properties in More than One State
  • Supplemental & Special Needs Trusts - Provide for disabled loved ones without losing government benefits
  • Health Care Directives - Nominate an Agent to Make Health Care Decisions in the Event You Can't - Address Terminal Illness Issues if you Wish
  • Powers of Attorney - Provide for Your Affairs to Be Handled in the Event of Incompetency - Avoid Guardianship or Conservatorship