Estate Planning

The earlier you start estate planning for your future, the better we can protect what is most important to you!

Do you want to choose who will make your healthcare decisions if you can’t? Do you want to choose who will help you pay your bills and make your financial decisions if you can’t? If yes, then you need a plan. Dale Davidson will help you develop a plan that ensures all of your healthcare and financial wishes are executed properly in the event you pass or are unable to make those decisions.

Below are some of the necessary documents that every individual should have for their estate planning: 

  • Financial Power of Attorney – This determines who will make financial decisions for you if you are incapacitated. Your Financial Power of Attorney will be responsible for paying your bills, working with insurance companies, and any other responsibility that requires payment on your behalf.
  • Advanced Healthcare Directive – This document appoints someone who will make healthcare decisions for you if you are incapacitated. It also outlines details for your care including resuscitation orders, ventilator support, and even antibiotic preferences. 
  • Will – A well-written will provides guidelines regarding how your estate should be distributed amongst your family or any other heirs you may have. This document determines who will receive specific assets or properties and how they will receive them.
  • Trust – A common misconception is that trusts are only applicable for wealthy individuals. Trusts can be a useful tool for individuals of all income levels. They help to reduce court delays and legal disputes regarding the distribution of your estate.

Estate planning can be a tough subject for any family. We’ll work with you to understand your goals and make sure they’re executed as seamlessly as possible. The specific plan we design and implement for you can execute all of your final wishes and avoid legal pitfalls.

For more information on estate planning contact us here or visit our YouTube channel.

Estate Planning

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