Simple Estate Planning

  • Estate planning isn't just about taking care of business when you are gone, but also planning for events while you are living. It is important to protect yourself and your loved ones in the event you become incapacitated or disabled, or pass away. Proper estate planning allows you to still be in charge of your property and finances while saving you and your family frustration, court delay, and expenses.

    I can help you create a Health Care Power of Attorney, Living Will, a Statutory or Durable Power of Attorney, or a Simple Will to assist you in reaching your goals.

    A will can enable you to determine how your assets are distributed, name a representative for your estate, save on death taxes, donate to charity, and recommend guardians for your children and pets. A living will is an advance medical directive that enables you to inform your agent if you would want life-sustaining procedures used to extend the dying process. Additionally, a living will often includes your wishes regarding pain control. A living will generally goes into effect only when you are unable to understand or express your health care choices.

    A Statutory Power of Attorney allows an agent to handle most legal obligations for you while you are alive and competent. A Durable Power of Attorney can last through incapacity or start if you become disabled. It also allows an agent to handle your financial affairs. A Health Care Power of Attorney allows an agent to make medical care decisions for you if you cannot do so yourself.

    Call me today to discuss your future.


3271 Streamview Court

Bellbrook, OH 45305

(937) 979-3895

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