Use This Form If:

• Individuals who are married with adult children often seek to establish an estate plan to ensure their assets are distributed according to their wishes after their passing. This is particularly important for those who want to avoid family disputes and ensure a smooth transition of property ownership.
• Situations requiring the designation of a power of attorney arise when couples want to ensure that their financial and healthcare decisions are made by someone they trust in the event they become incapacitated. This form helps to legally appoint that trusted individual.
• For those looking to minimize estate taxes and protect their assets, creating a comprehensive estate plan is essential. This packet provides the necessary forms to set up trusts and other mechanisms that can help in tax mitigation.
• Families with adult children may want to establish guardianship provisions for any minor grandchildren or dependents. This packet includes forms that allow parents to designate guardianship, ensuring their children are cared for according to their wishes.
• Couples who have recently experienced significant life changes, such as retirement or the birth of a grandchild, may find it necessary to update their estate plans. This comprehensive packet allows them to easily revise their existing documents to reflect their current circumstances.