Webinar

Estate planning entails determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s medical, financial, and day-to-day affairs in the event that they become incapacitated.

Join our webinar with Attorney Thomas K. Stone to learn how to protect your family, assets, and legacy through estate planning. After completion of the webinar, you will be entitled to a free estate plan consultation.

• Last Will And Testament – A Last Will and Testament is a legal document that communicates a person’s final wishes pertaining to assets and dependents at the time of their death. A person’s Last Will and Testament outlines who will receive your residuary estate. It also outlines who is in charge of the administration of your estate (executor).
• Durable Power Of Attorney – A Durable Power of Attorney is a legal document in which you name an individual or entity to act as your agent and attorney in fact on your behalf should you be unable to do so in the future. A Durable Power of Attorney is not affected in any manner whatsoever by reason of future illness, disability or physical or mental incapacity of any kind or nature and carries on until your death.
• Living Will Directive and Health Care Surrogate Designation – A Living Will is a legal document in which you have the opportunity to state your wishes regarding life-prolonging treatment and artificially provided nutrition and hydration if or when you no longer have decisional capacity, have a terminal condition, and become permanently unconscious with no hope of recovery as determined by your attending physician and one other physician.
• Revocable Trust – A Revocable Trust allows the person creating it to alter, amend or terminate the Trust and take back the assets funded in the Trust. The person creating the Trust has full control of their assets during their lifetime, with provision for what is to occur upon their death.
• Irrevocable Trust – An Irrevocable Trust cannot be altered amended or terminated by the person creating it. Once the assets are transferred into the Trust without retention of any kind of power over the assets, the person creating the Trust can no longer regain ownership of that asset.
• Special Needs Trust – A Special Needs Trust is an Irrevocable Trust used when a beneficiary has disabilities which can be either physical or mental and receiving government benefits. This type of Irrevocable Trust is to preserve eligibility for an individual receiving government benefits for programs through the Social Security Administration such as the Supplemental Security Income program or Medicaid benefits.