Estate Planning

Proud to serve her clients

What Is That?

Estate planning plays an invaluable role in everyone’s life. While the value and components of an estate varies from person to person, the one thing we all have in common is simple; you can’t take it with you when you die.

Whether you are planning the parameters of your medical or financial care, or ensuring your belongings are handled according to your wishes after you die, Katie can help provide a comprehensive estate plan, including, but not limited to the following documents:

• Last Will and Testament
• Medical Power of Attorney
• Statutory Durable Power of Attorney (also known as a Financial Power of Attorney)
• HIPAA Releases
• Advance Directives (sometimes known as a Living Will)
• Revocable and Irrevocable Trusts
• Declarations of Guardians
• Special Needs Trusts and Supplemental Needs Trusts
• Planning Deeds

  • Ladybird Deeds
  • Transfer on Death Deeds
  • Deeds retaining Life Estates

By planning in advance, Katie can help make sure you and your family are prepared for the future, affording you peace of mind.