∞ ESTATE PLANNING ∞

Estate Planning

• Last Will & Testament; Living Will; Codicils
• Powers of Attorney; Revocations
• Disposition of Remains; Letter of Last Instruction
• Advanced Health Care Directive / POLST Assistance
• Health Insurance Portability & Accountability Act (HIPAA)
• Protections & Releases; Intent Administration Forms
• Health Care Provider Coordination
• Chronic Health Conditions; Geriatrics Preparation
• Caregiver Team Building; Third-Party Neutral Support
• Certificates of Mental Incapacity
• Pour-Over Will; Revocable Living & Irrevocable Trusts
• Trust Amendments; Trust Restatement; Asset Updates
• Minor Beneficiaries: Custodianships; Conservatorships
• Incapacitated, Financially Incapable Beneficiary Care
• Trusts: examples
• Disclaimer Trusts; Credit Shelters
• Education Funding; Special Needs ; Income Cap Trusts
• Annuity; Retirement Trusts
• Life Insurance; Charitable Trusts
• Asset Management & Title/Ownership Transfers:
• Instrument Funding; Secured & Assignments of Interest
• Intangible Property; Real and Personal Property; Gifting
• Squatters & Evictions; Levies; Writs of Execution (etc.)
• Business Administration; Safety Deposit Boxes
• Cash, Securities, etc.; Insurance Policies; Storage Units
• Minor and Incapacitated Party Assets
• Benefits Coordination Assistance: examples
• Asset Protections; Veterans Affairs; Medicare/Medicaid
• Family Caregiver Services; Long-Term Care
• Bankruptcy Ramifications
• Independent Financial Management Planning:
• Digital Access Support; Bank Alerts and Notifications; Budget Calendaring; Auto Payments; Cash Flow Oversight
• Protective Proceedings: Anti - Financial Exploitation
• Civil Litigation; Attorney Fees