Estate Planning
The future may be uncertain, but your Estate Plan doesn’t have to be!
Let MMZ Law protect your estate and your loved ones from whatever the future may bring. Estate planning is crucial. We at MMZ Law can show you what a customized Estate Plan can do for you!
What does a typical Estate Plan include?
An Estate Plan protects your assets and your loved ones when you become incapacitated, or you pass away. It maximizes your legacy and safeguards all that you love, while voicing your wishes when you are unable. This includes protection from such things as nursing homes, poverty, excessive estate taxes and more.
Every Estate Plan is unique, but most will include:
Although these are the most common estate planning documents, there are many other legal documents needed for specific situations. Contact MMZ Law today to learn more about how we can customize your Estate Plan or review and revise an existing Estate Plan to reflect your current situation. Schedule your consultation and let us protect YOU!
Pour Over Will
A Pour Over Will is your Last Will and Testament. It covers a variety of different instructions and is designed to “pour” any unassigned assets into a Living Trust when you pass. It ensures that your estate is distributed to the Trustee of your Trust, so that your estate and your legacy are handled according to your wishes. Essentially, it minimizes the probate process and works to keep your estate out of Probate Court.
Revocable Trust
A Revocable Living Trust is an important part of your Estate Plan. It is a legal document that determines the future of your estate when you pass. This document allows you to transfer ownership of the various parts of your estate into a legally protected document. It is “revocable” because it is fluid. You can make changes to this document, and even cancel it, at any point up until your death.
Healthcare Power of Attorney
A Healthcare Power of Attorney assigns an individual of your choosing the power to make all healthcare related decisions on your behalf when you are incapacitated and no longer able. It gives them the final say in all things medical related, such as what treatments you receive, what medications you should be taking, your care, etc. They work alongside your health care providers, to determine the best care and treatments that you need, in conjunction with your specific wishes that you have previously specified.
Financial Power of Attorney
A Financial Power of Attorney is a legal document that appoints an individual of your choosing to manage your financial decisions when you are unable. They are responsible for undertaking such tasks as paying your bills, managing your investments, filing your taxes and so much more. They also manage all financial, business, real estate and other monetary affairs on your behalf.
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