Our estate planning attorneys can help you establish a basic or contingent trust will.  We will explain the difference and document your wishes including the identification of beneficiaries which can be more complex today as a result of blended families.  We can help you understand and define the role of your “personal representative” or “executor” as well as the “trustee” if the contingent trust component is necessary.

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Healthcare agent, Living Will, Do Not Resuscitate Order, Medical Power of Attorney, Physician Order, are directives that some people also consider at the time of establishing a will, but may also be added as components later.  Understanding each directive and its implications is important so that decisions can be made in a timely and planful manner.

Designating someone who can legally act on your behalf can be customized to fit various situations, duration, and conditions.  Clearly stating the range of authority is important as is knowing when and how to revoke the authority.  Contact our firm to execute the proper documents customized to your specific circumstances or to revoke current authorizations.

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Establishing a trust allows for more specific instructions on how you want assets, or a specific asset, managed and/or distributed, and some trusts can even be implemented before death.  Depending on your situation and wishes, there are several types of trust to consider: contingent will trust, revocable trust, irrevocable trust, charitable trust, special needs trust, and more.

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