fbpx

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.

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.

Living Trust

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

Use the latest revision of Form W-7 to apply and attach a valid federal income tax return, unless you qualify for an exception. Include your original proof of identity or certified copies by the issuing agency and foreign status documents. There are 13 acceptable documents approved by the IRS to use as proof of identity, see the list here.