Kathy Wallis

Estate Planning

Everyone has an estate plan whether they know it or not. Will yours be the one you select or the one the State selects for you?

  • No estate is too small to have an estate plan. No one is too young or too old to have an estate plan. For some, it may be as simple as having a will and the proper designation of beneficiaries, along with proper titling of assets. For others, it may require the formation of a trust or other entity. Estate Planning is especially important for families with small children in order to appoint appropriate guardians and to provide for their children in the event they can no longer speak for themselves, or upon their death.
  • Those most fully prepared for the inevitable have the following current documents in place.
    • Durable Power of Attorney
    • Health Care Power of Attorney
    • Affidavit of Parental Nomination of Guardian for Minor Children
    • Will or Pour Over Will
    • Revocable Living Trust
    • Advance Directives
      • Health Care Proxy
      • Anatomical Gifts Election
      • Living Will