Your estate plan should be designed to protect and preserve wealth for you and your loved ones might include a combination of the documents listed below.  

  • Revocable Trust
  • Powers of Attorney
  • Designation of Health Care Agent/Surrogate
  • Wills
  • Dynasty Trusts
  • Generation Skipping Tax Exempt Trusts
  • Grantor Retained Annuity Trusts
  • Spousal Lifetime Access Trusts
  • Qualified Personal Residence Trusts
  • Irrevocable Life Insurance Trusts
  • Intentionally Defective Grantor Trusts
  • Qualified Domestic Trusts

A complete estate plan also includes provisions for your pets, personal property and digital data.  Often overlooked items include:

  • Gold and Silver
  • Firearms
  • Artwork
  • Collectibles
  • Family Photos and Keepsakes
  • Social Networking Pages
  • Email Accounts
  • Professional and Business Websites

Don’t forget about your family's best friend by incorporating Pet Directives and Pet Trusts in your plan.