When it comes to your estate, wills and trusts are essential tools. Estate planning and preparing a will or trust safeguards your family, friends, and beneficiaries for a secure future when you’re no longer there.
Protecting your assets and your family’s future with an estate plan can be simple, affordable, and time-saving. Working together, I can help you achieve the peace of mind available in knowing that your loved ones will receive your property and that your last wishes will be understood.
By working with the Law Office of Barry Davis, you can be assured that your estate plans both takes care of your loved ones and makes certain to limit any discord that a vague or ill-prepared will or trust can cause.
Other Important Documents in Estate Planning
When planning your estate, there are other important documents that you may want to consider. These documents are commonly known as ‘advice directives’ and they allow you to communicate your personal desires regarding medical care and empower a family member or trusted friend with decision making authority.
Individualized Estate Planning for your Individual Needs
Your estate plan needs to match your personal needs and your unique family situation and provide you with options to meet your individual goals in planning your estate. Depending on your individual needs, the process of planning your estate may include the preparation of:
- Trusts, including revocable and irrevocable trusts, living trusts, and insurance trusts
- Advice Directives, including powers of attorney for financial decision making, living wills to communicate your wishes for medical care, and naming a health care surrogate to make medical decisions for you
- Business Succession Planning
- Guardianships and Conservatorships on a temporary or permanent basis
To get started, call my office at (541) 343-3656. Either I or my assistant will briefly collect some information from you and schedule an uninterrupted time for us to discuss your legal needs. You can also get in touch with me by filling out the ‘Contact Barry Davis’ form on the right of this page.