Living Trust

Unlike a traditional estate plan that prepares for your death, a Life and Legacy plan is a plan for your life. Generally speaking, it begins with a Living Trust.

A Living Trust can: 

• Protect your assets  while you are active and healthy
• Protect your assets should you become ill or incapacitated *
• Save time and money by avoiding Probate Court
• Provide for your family following your death
• Carry out philanthropic goals 

Living Wills and Durable Powers of Attorney allow you to make critical pre-need health care decisions and determine who will carry out those decisions if you are unable. 

• Pre-decide medical treatment
• Determine who will make health care decisions
• Communicate your wishes to your loved ones