A will is a legal document that outlines how your estate should be distributed. It ensures your wishes are carried out and helps avoid disputes among heirs. Dan Brennan will help you create a detailed will to ensure your desires are honored and loved ones are protected.
A revocable trust is a legal arrangement that allows you (the grantor) to maintain control over your assets during your lifetime and make changes to the trust as needed. It helps manage assets and avoids probate. At Brennan Law, I craft trusts tallowing your estate to pass efficiently and privately to your beneficiaries.
A power of attorney (POA) is a legal document that allows another to act on your behalf in financial and other matters. Rely on me to create POAs permits your trusted representative to make financial decisions when you are not able to do so. I can assist to prepare a power of attorney suited to your needs.
A health care directive is a written document that allows you to express your health care wishes and appoint someone (a health care agent) to make decisions on your behalf if you are unable to do so. It ensures that your choices regarding medical treatment are followed when you cannot communicate them yourself. Let Dan prepare this essential planning document for the pease of mind it provides in a time of need.
A family cabin and funds are placed in a trust. The trust is managed by a trustee that makes decisions for the trust based on your wishes stated in the trust agreement. The trust terms provide for the payment of expenses and property maintenance, such as insurance, property taxes, and repairs. It also provides for management of the trust property regarding when and by whom it may be used. Here in lakes country, a cabin trust can be a valuable planning tool to provide continuity around this family asset. Call or write Dan to find out more.
I have practiced law in the area of estate planning for more than 20 years. Let me help you to create an estate plan that is effective and affordable. For more information about me, follow the link below.