Estate Planning

Also called a Will, this document dictates debt arrangements and asset distribution at death. Your Will is also crucial for naming a guardian for minor children and a personal representative (executor) to oversee the settlement of your estate.

Or Revocable Living Trust is a document often paired with your Will to minimize court proceedings and public records. Certain assets and funds are distributed through your Trust instead of your Will to avoid probate court and maintain privacy.

This document names and authorizes those responsible for making financial decisions and transactions if you are incapacitated.

Or a Health Care Power of Attorney is a document that names a person to make healthcare decisions if incapacitated.

"HIPAA" is the Health Insurance Portability and Accountability Act of 1996. This federal law protects your private medical and mental health information. Your HIPAA Authorization designates a person or party that may receive access to your confidential medical and mental health information.

Also called Advance Directive instructs your physicians and loved ones whether to keep you alive or not if you are permanently unconscious or have a terminal condition.