Estate And Elder Planning LLC

Estate Planning

Estate planning is the process of preparing for the future by organizing how your healthcare and assets will be managed, preserved, and distributed during and after your lifetime. It involves creating legal documents, such as wills, trusts, and powers of attorney, to ensure your wishes are honored, reduce potential tax burdens, and avoid lengthy probate processes. An effective estate plan provides peace of mind, knowing that your loved ones are protected, and your legacy is preserved. Whether you’re planning for yourself, your family, or future generations, estate planning is an invaluable step toward securing the future.

VIDEOS

Our short videos provide quick, clear insights into key estate planning topics. Whether you’re exploring options for the first time or updating an existing plan, these videos explain essential concepts like wills, powers of attorney, and Medicaid asset protection. In just a few minutes, you’ll learn the basics, understand your choices, and gain the confidence to make informed decisions about your future and your loved ones’ well-being. Take a moment to watch – it’s a small step toward ensuring peace of mind.

Why do you need Estate Planning?

How To Choose a Decision Maker?

How To Choose a Decision Maker?

Things you must do once your divorce is final

When Life events require an update of your estate plan

Wills

What is a will?

What is the difference between a will and a trust?

What is a personal representative?

Guardianship

Guardian of minor

What is a Guardian?

Power of Attorneys

What is durable (financial) POA?

What is a Living Will?

What is a Medical POA?

What is HIPPA?

How to choose a decision maker?

Trusts

What is a revocable trust?

What is a Medicaid protection trust?

Medicaid asset protection trusts pros and cons

Medicaid Asset Protection Overview

How do you fund your trust?

Retirement

Planning For Retirement

INFORMATION

For more information on how we can assist with your Estate Planning, please don’t hesitate to contact us. Whether you have questions about wills, trusts, Medicaid, asset protection, or any other aspect of estate planning, we’re here to help.

FREE INFORMATION BOOKLETS

Additionally, if you would like any of our free informational booklets, please reach out to our office. We’re happy to provide resources to guide you through planning for the future with confidence