Living Revocable TrustWhat is a Living Revocable Trust? A trust is document that declares who will manage the property of the trust, how it will be managed and to whom the property will pass upon the death of the creator of the trust.  A way to visualize it is to think of it as a […]

Health Care Your Authorization for Release of Protected Health Information is a document required by the Health Insurance Portability and Accountability Act (HIPAA).  This document allows the identified persons to obtain protected health information on your behalf in order to make informed decisions about your care and to pay your medical bills. Your Advance Health […]

Certification of Trust A Certification of Trust is a document that is a summary of the pertinent facts about your trust that financial institutions or others having dealings with the trust need to know, namely, the Grantor, the Trustee, the Tax Payer Identification number of the trust (which is usually your social security number) and […]

Estate Planning Documents Yes, you need all of these! At first glance, Estate Planning documents can be confusing. The difficulty arises because each document is called by various names and they sound very similar. Each document has its distinct purpose and function, and once these are understood, the concepts are not that difficult. Estate Planning […]

Your Estate Plan consists of the documents you have in place (or don’t have) that control your finances and health care decisions upon incapacity or death.  Your estate plan is the result of what you do and what you don’t do.  These actions or inactions affect your health and welfare and your loved ones’ ability […]