by Monique | Apr 18, 2019 | Avoiding Probate, Revocable Trusts
An Assignment of Personal Property assigns all of your personal property to your trust, except for vehicles like automobiles, boats and jet skis. This usually avoids the burdensome task of inventorying, appraising and probating expensive items like electronics and...
by Monique | Apr 15, 2019 | Avoiding Probate, Revocable Trusts
Your Revocable Trust (also called a Living Trust) is a valuable tool that helps you manage assets during life and upon your passing. The trust will use your social security number during your life and all losses and gains will be reported on your tax documents as if...
by Monique | Apr 10, 2019 | Uncategorized
A Designation of Healthcare Surrogate for Minor Children nominates an individual to make medical decisions for your minor child if you are unable or unwilling to do so. It also specifies the types of treatment your surrogate is allowed to consent to and names...
by Monique | Apr 5, 2019 | Uncategorized
Often called a “HIPAA Release”, an Authorization for Release of Protected Health Information is an important part of your estate plan.This document designates the family members and/or other individuals who would be considered an “Authorized...
by Monique | Apr 2, 2019 | Uncategorized
The execution of a valid durable power of attorney and healthcare surrogate make the need for a court-appointed guardian unlikely. However, if a court proceeding determines that a guardian must be appointed over you, the. Designation of Preneed Guardian nominates a...
