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Patient Advocacy

Having a will is an important part of planning for your future and the future of your family. It serves as a legal document that outlines what should happen to your assets when you pass away. At its most basic, a will is a document that outlines how your estate should be distributed. It also names an executor, which is someone who is responsible for ensuring that your wishes are carried out. A will can also contain other important information, such as your wishes for funeral arrangements and guardianship of minor children.

In addition to a will, trusts are an important part of estate planning. A trust is a legal entity that holds assets on behalf of a named beneficiary. It can be used to provide for the financial needs of surviving family members, such as providing for college education, or to provide for charitable causes. Trusts can also be used to help protect your assets from creditors or to help reduce taxes.

Having a will and trust in place can help ensure that your wishes are carried out in the way you intended. It can also help ease the burden on your family by allowing them to avoid the time consuming and expensive process of probate court. With a will and trust in place, you can rest assured that your estate will be divided according to your wishes.

    • Intake Form to Determine Your Individual Estate Planning Needs

    • One-on-One Consulting

    • Free Referrals to One of Our Trusted Partner Companies

    • Book an Appointment Online 

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