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“Insightful Legacy Planning is a collaborative project by several law firms designed to help you in your journey with legacy planning.  We desire to equip you with the tools needed to have meaningful conversations with your attorney, financial advisor, and CPA regarding your vision for passing on a legacy to your loved ones.

The below videos cover various topics of estate planning such as power of attorney documents, last will and testaments, and revocable living trusts. We are here to answer any questions you might have and assist you with preserving a legacy.”

What is an
Estate Plan?

Your financial power of attorney grants an “agent” to make various financial decisions on your behalf. This document can grant your agent this power immediately or grant the agent this power at some point in the future. In this video we discuss these options for the financial power of attorney document.

Medical Power of Attorney

A medical power of attorney is an important document in which you can name an “agent” to make medical decisions on your behalf in the event you are unable to make such decisions. In this video we discuss important factors to consider when having a medical power of attorney drafted for your estate plan.

Financial Power
of Attorney

Your financial power of attorney grants an “agent” to make various financial decisions on your behalf. This document can grant your agent this power immediately or grant the agent this power at some point in the future. In this video we discuss these options for the financial power of attorney document.

Last Will
& Testament

In this video we discuss the purpose of a Last Will and Testament and the issues that you need to consider when drafting one. We discuss the purpose of a personal representative, specific and general distributions, and other important aspects of the Last Will and Testament.

Revocable
Living Trust

A revocable living trust is a trust that gives you much more flexibility in your estate plan. In this video we discuss who might want a trust and what a trust accomplishes. We address issues of probate avoidance, fiscal responsibility, dependent beneficiaries, and specific issues facing blended families.
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