Estate Planning

Estate Planning

I cannot stress enough the importance of this aspect of planning. The Estate Plan is the most foundational component that everyone 18 years and older must have. The Estate Plan is your written set of legal instructions made while you are in control that directs what happens when you lose control – and that would be under 2 circumstances: you lack mental capacity or you’re dead, if I may be so blunt.

An estate plan has nothing to do with the size of your net worth. You don’t have to be “rich” to have one. The importance of an estate plan for everybody is this: to ensure your voice is heard when you are unable to speak for yourself. An estate plan consists of wills, a Health Care Power of Attorney, an Advanced Medical Directive, a Durable Power of Attorney, and sometimes incorporates trust planning, depending on your goals and preferences. We often utilize the benefits of Revocable Living Trusts to avoid probate and explicitly plan for disability.


Call AARP's Report Line
1-800-222-4444, option 2

Register for Our Upcoming Event!

Age Like You Mean It!


Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
Helayne Levy PayneReviewsout of 45 reviews