Integrate Legacy Law

Introduction: Integrate Legacy Law is a boutique firm dedicated to providing impeccable and approachable estate planning services. What does an estate planning portfolio contain? Living trust A living trust allows you to avoid the expense, delay and public nature of probate when your gross estate exceeds $150,000. A living trust allows your successor trustees to manage your assets for your benefit and the benefit of your loved ones according to your own detailed instructions. You will name two trustees. Pour Over Will A pour over will accompanies every living trust. It is the document wherein you name a legal guardian for your minor child/children in the event you become incapacitated or you pass away. The pour over will also enables your trustees to put any omitted assets into your trust after your death. You will name guardians for children and two executors of your will. Durable Power of Attorney A durable power of attorney allows you to name an agent who will be able to exercise certain rights in the event you become incapacitated. These rights include filing insurance claims, filing taxes, applying for public benefits and taking distributions from retirement accounts. Your agent will be able to sign legal documents for you. You will name two alternate agents (people whom you trust to make financial decisions). Advance Health Care Directive An ACHD lets you direct exactly what kind of medical care decisions your healthcare agents will make on your behalf without court involvement if you can no longer make those decisions for yourself. It includes a HIPAA authorization which allows your healthcare agents to communicate with medical personnel if you are unable to. You will name two agents for health care (people who have a heart) and you will name everyone you wish to have access to your medical information.