ESTATE PLANNING

An estate plan is a set of instructions of how your property should be used or transferred when you are unable to manage your financial affairs, or when you pass away. The plan ensures that your financial goals are known and followed.

Your estate plan is structured through legal documents. They are:

  • Trust

  • Will

  • Power of Attorney

  • Health Care Directive

The goals of your estate plan may include:

  • Financial protections should you lose capacity (ex: brain injury/trauma, temporary or permanent unconsciousness or dementia)

  • Care of minor children

  • Arranging for payments to benefit family members (ex: college expenses, starting a business, housing)

  • Special needs planning

  • Minimize estate taxes

  • Distribution of property and wealth

  • Transfer of real estate or business interests

Experience and knowledge count when creating an effective estate plan. Call Anne Creasey at (503)430-7833 to create your effective estate plan today.