Determining how you want your assets distributed upon your death is a difficult decision. Yet the failure to do so could result in severe consequences – unintended distribution of your assets or the incursion of a significant estate tax liability. Further, appointing whom you want to make financial and health care decisions on your behalf in the event of your incapacity is important regardless of your age.

At Mills Schmitz Halstead & Zaloudek, we will take the time to consider your intentions and goals, and develop the most effective estate planning documents based on your circumstances. These documents can include:

  • Revocable Living Trusts and Wills
  • General Durable Power of Attorney
  • Healthcare Power of Attorney
  • HIPAA Authorization
  • Living Wills

Additionally, and not to be overlooked, is titling your assets in accordance with your estate plan. We will complete the titling of all of your assets as part of the estate planning process, including recording all new deeds for your real estate holdings.

Estate planning is a life-long process. We can initiate this process on your behalf and continue to be a resource for you during your inevitable life changes.