Comprehensive Estate Planning
Power of Attorney
The convenience offered by a Power of Attorney makes it one of the most useful and versatile options in your estate plan. Authorize an agent generally to make financial decisions for you if you are unable, or for a specific purpose for your own convenience.
A will is more than merely a list of who gets your property when you pass. Appoint an Executor you can count on to oversee the probate process, and make sure your belongings get to your loved ones. Most importantly, the will is your opportunity to memorialize a Guardian for minor children and insure they are left in the care of the people you most trust.
Advanced Medical Directive
In the event of an emergency, your Advance Medical Directive allows you to state your medical wishes in advance, to ensure your treatment is consistent with your values and desires. The Advance Medical Directive also allows you to appoint an agent to make decisions when you are not able and clarify organ donation preferences.
Personal Property Disposition
A Personal Property Disposition List is an excellent complement to a will. It offers the flexibility of allowing you to make gifts to friends and family but without the strict execution requirements of a will. In tandem with a will, it’s an excellent tool to plan gifts to your loved ones.
Healthcare Power of Attorney
In order to make the best possible medical decision for you, your agent needs access to your medical records, treatment options and other information protected by HIPAA. A properly executed Health Care Power of Attorney assures your agent has access to the information necessary to make an informed decision.
In many circumstances, the increased specificity and flexibility offered by a trust makes it preferable over a simple will. Call Asurest now to discuss your situation and determine which is best for you.