FAQs
- What types of customers have you worked with?
We typically start with the Foundational Estate Plan: -Living Trust -Personal Asset Trust (provides asset protection for beneficiary) -Kids Protection Plan (ensures that minor children never spend a moment with Child Protective Services) -Special Needs Trust (ensures that a disabled beneficiary will qualify for valuable government benefits after receiving an inheritance) -Durable Power of Attorney -Advance Health Care Directive -HIPAA Release -Pourover Will -Community Property Agreement (married couples)
- What advice would you give a customer looking to hire a provider in your area of work?
Seek an attorney who specializes in estate planning and offers follow-up services to ensure that your estate plan remains up-to-date.