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Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

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Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

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Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

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Tax moves to make this August

Tax moves to make this August

by | Aug 10, 2022 | Taxes

Summer’s winding down, with schools opening their doors across much of the country in just a few weeks. So of course, you’re thinking of one last getaway to escape the sweltering dog days. But before you head out to a beach retreat or cooler mountain...