Creating Your Legacy

Protect What Matters Most With Our Estate Planning Services

Safeguard What You Care About with an Estate Plan

You don’t want to leave your achievements to chance: every family should have a plan. We understand that every client’s situation is unique. That’s why we’re here to guide you in helping your family, friends, or your favorite charity thrive. Whether you’re safeguarding your family home or building a detailed estate plan, our experienced team is here to guide you every step of the way.

What is an Estate Plan?

An estate plan is a series of documents that creates a team to help you achieve your family’s goals. Families can consider two kinds of plans: one that helps the family function while everyone is alive, and one that takes over when a death occurs. Depending on your specific needs, those plans might include powers of attorney, health care directives, wills, trusts, or beneficiary designations.

  • Durable Powers of Attorney allow you to appoint a trusted person to take certain actions for you. You can either make these instructions effective immediately, or effective only once you become medically unable to act.
  • Advance Health Care Directives allow you to appoint a trusted person to receive information from doctors and give doctors instructions for your health care if you are unable to communicate your desires.
  • Wills lay out your wishes regarding the distribution of your property after you pass away. It can also appoint guardians for minor children so your children are cared for in the way that you would like.

  • Trusts are legal arrangements that allow you much greater flexibility than wills. Trusts can be designed to avoid probate, qualify for certain government benefits, take care of family members with special needs, better protect your privacy, make gifts to people or charities, or even provide certain tax advantages to your estate.

  • Beneficiary Designations allow you to designate to whom a singular bank account, tax-advantaged investment account, or insurance policy is distributed upon a death.

Do You Need All of These Documents for a Good Estate Plan?

Powers of Attorney, Health Care Directives, Wills, Trusts, and Beneficiary Designations all offer different options for a family, but not every family is going to need every option. Most people will benefit from having a Will, Trust, Power of Attorney, and Health Care Directive. Having all four documents will ensure that your family is protected both during your life, and afterwards. A lawyer can help determine the best combination for your specific needs.

Protect What Matters Most

Whether you’re starting from scratch or updating your estate plan, Dean Law Firm, Inc. offers the expertise and personalized service you need. Our team will work closely with you to create the optimal estate plan to ensure your assets are handled according to your wishes. Schedule a consultation today and take the first step toward peace of mind.