Business & Estate Planning
The right plan can make everything easier
Wills
Details exactly how you’d like your assets and property distributed.
Power of Attorney
Establishes procedures for handling your finances if you’re unable to do so.
Living Will
Also called Health Care Directive of Power of Attorney. It provides instructions on medical interventions and identifies a trusted individual who can make decisions on your behalf.
Trust
Establishes a legal arrangement for holding and transferring property and assets.
Letter of Instruction
Communicates information that may not be covered elsewhere in the estate plan, such as funeral arrangements.
Emergency Information
Lists contact information (lawyer, financial planner, accountant, insurance carrier), account/policy information and other items your family may need
to be aware of.
Here are just some of the items that can be included in your estate:
- PCash
- PSavings
- PBonds
- PFurniture
- PCars
- PJewelry
- PHouses
- PFarms or Ranches
- PLand
- PRental Properties
- PBusinesses
- PLife Insurance
- PSocial Security Benefits
- PDisability Benefits
- PRetirement Savings
- PCollections such as art, coins or stamps
Learn More
What is a Business Plan?
A business plan isn’t a document that you write once and never look at again. In fact, it doesn’t have to be a document at all. Business plans aren’t just for loan applications, they’re not just for first-time startups, and they’re not just for business school students.
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