A Declaration of Guardian is a legal document where you tell the court who you want to serve as your guardian if there is ever a guardianship proceeding for you. There are two types of guardians: Guardian of your estate, and guardian of your person. Guardian of...
An Advance Directive (also known as a Living Will) is a legal document that communicates your desires about future medical treatments, or the lack thereof, when you are unable to communicate on your behalf. Ordinarily, this document outlines your desires about whether...
Like a Power of Attorney for financial matters, a Power of Attorney for Healthcare allows the “Principle” to name someone to act as their “Agent” when healthcare situations arise. Like the Power of Attorney for Financial matters, you are not giving up your ability to...
A Power of Attorney is a legal document where you the “Principle” name another person as your “Agent” to speak on your behalf with third parties. For example, let’s assume Tom and Cindy Client are moving to another city. Tom is out of the country on business and...
In talking with clients about their estate planning, one of the things we do is get an accurate assessment of all of the assets in the total estate. So, we discuss all real estate, bank accounts, stocks, bonds, 401(k)s, IRAs, vehicles, cash reserves, and life...