A Properly Structured
    Estate Plan

    Your portfolio includes all of the following documents:

    Revocable Living Trusts
    Permits you to eliminate probate, and optimize estate tax law.

    Financial Durable Power of Attorney
    Outlines and gives someone authority to manage your financial affairs if you are unable to do so.

    Health Care Durable Power of Attorney
    Outlines and gives someone authority to make decisions about health care if you are unable to do so.

    Directive to Physicians
    Outlines your wishes about continuing life support care.

    Pour Over Will
    Acts to direct assets to the trust if you neglect to transfer title to your living trust during your lifetime.

    Community Property Agreement
    Clarifies who owns what at the time the trust document is established and establishes property available for full step-up in basis.

    Asset Assignment Forms
    Transfers ownership of your assets to your Revocable Living Trust.

    Unfunded Dormant Irrevocable Catastrophic Illness Trust
    Protects assets from spend-down required to receive Medicaid.

    Certification of Trust
    A summary or short version of your Revocable Living Trust document to facilitate transferring your assets.