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Essential Estate Planning Toolkit

For $550, you will receive:

  • Last Will & Testament
  • Durable Financial Power of Attorney
  • Durable Health Care Power of Attorney
  • Living Will Directive

These four documents form the foundation for any successful estate plan and are essential for ensuring an orderly and efficient administration of your estate after you are gone. A comprehensive, clear estate plan is the best gift you can leave your loved ones. Don’t leave any loose ends. Make sure your estate plan is in order today.

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Lebanon, Kentucky Trust and Estate Services

Last Will & Testament

Are you planning for the future? Speaking with an attorney can help you make sure your assets are properly divided based on your wishes. Whether your estate is worth $10 or $10 million, having a legally sufficient last will and testament is one of the best gifts you can leave your family with when you’re gone.

Living Will/Advanced Directive

If you are unable to speak for yourself a Living Will maps out the types of medical treatment you would like to receive at the end of life. It let’s medical professionals know specific decisions, such as artificial nutrition, mechanical ventilation and whether or not you choose to be an organ donor.

Estate Planning

Estate planning is a very serious matter. A mistake on an estate document could wind up costing you a fortune. Consider seeking legal counsel when drafting your documents, hundreds of thousands of dollars could be on the line. The time to begin drafting your estate plan is today!

Power of Attorney

A Power of Attorney gives legal authorization to a person in individual to make choices for someone who is deemed unfit to make decisions for themselves. A Power of Attorney principal determines what issues this person can handle, primarily financially, medically and personal items. No matter the extent of the power, proper drafting of documents is essential.

Asset Protection/Medicaid Planning

There are a large amount of adults who do not understand their health care rights. This can cost individuals, and their families, thousands of dollars of medical expenses that could have been prevented if they sought out the answers. Medical planning is something that many people don’t want to think about but long-term care is a simple fact that many have to face. The time to start planning for the essential cost is now. With proper planning, you may be able to shield all or most of your assets from eventual Medicare recovery.

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