First Step Planning is an effective starting point to ensure that your fundamental estate planning needs are addressed.
As part of the First Step Planning process, we will help to identify any additional estate planning issues and conduct a review of your insurance, investment, disability, and retirement plans. If needed, we will guide you to appropriate professionals for further assistance.
Last Will & Testament
Everyone needs a Will. Regardless of age, regardless of assets
Indicates how your personal effects and other probate assets are to be distributed at death:
- Designates an executor or personal representative to carry out your wishes
- Designates a guardian for any children who are under the age of majority at your death
- Prevents mismanagement of an inheritance by establishing a trust for younger beneficiaries with distributions of principal at various ages and additional distributions as needed for health, education, maintenance, and support
General Durable Power of Attorney
We help you address what "incapacity" means
Appoints an individual to handle your financial affairs if you become disabled/incapacitated.
Designation of Health Care Surrogate
When you can't speak for yourself
Appoints an individual to make your healthcare decisions if you become disabled or otherwise incapacitated.
Our experience is all you need
Authorizes release of information by your healthcare providers in accordance with the Health Insurance Portability and Accountability Act.
Living Will Declaration
Clear medical care instructions
Instructs your physicians with regard to life-prolonging measures and medical treatment when you are in an irreversible state and death is imminent.