Laura Tanner Law - Estate Planning Made Simple

Estate Planning Services

Complete Estate Planning

Complete estate planning is a comprehensive and thoughtful process that involves making important decisions about the management and distribution of your assets and possessions both during your lifetime and after your passing. It encompasses more than just creating a will; it includes creating a power of attorney, establishing a healthcare proxy, and potentially setting up trusts, among other things. By engaging in complete estate planning, you are taking proactive steps to ensure that your loved ones are cared for, your wishes are respected, and your assets are handled according to your preferences. It provides peace of mind, knowing that your affairs are in order and that you have taken the necessary steps to protect your family's future.

Simple Wills

A simple will is a fundamental legal document that allows you to express your wishes regarding the distribution of your assets after your passing. It provides a clear roadmap for how your property, possessions, and finances should be handled, ensuring that your loved ones are taken care of according to your instructions. A simple will typically includes details such as the appointment of an executor, the designation of beneficiaries, and any specific bequests or provisions you wish to make. It is an essential tool for ensuring that your final wishes are respected and that your loved ones are provided for in the future. Creating a simple will is a thoughtful and considerate step towards leaving a lasting legacy and providing peace of mind for yourself and your family.

Simple Trusts

A simple trust is a versatile and practical legal arrangement that can play a vital role in estate planning. It involves transferring assets to a trustee, who holds and manages them for the benefit of designated beneficiaries. A simple trust is called "simple" because it follows straightforward rules and regulations, making it relatively easy to set up and administer. It provides flexibility and control over the distribution of assets, allowing you to outline specific instructions for how and when beneficiaries will receive their share. With a simple trust, you can ensure that your assets are safeguarded and distributed according to your wishes, while also potentially minimizing estate taxes. It is a valuable tool in protecting and preserving your wealth for the benefit of your loved ones.

Power of Attorney

Power of attorney is a legal authorization that grants someone you trust the ability to act on your behalf in various matters. It is a practical and essential tool that allows you to delegate decision-making authority when you are unable to handle certain affairs yourself, such as due to illness, absence, or incapacitation. With power of attorney, you can appoint a reliable individual, known as the agent or attorney-in-fact, to manage financial, legal, and other important matters on your behalf. This can include signing documents, accessing bank accounts, paying bills, and making healthcare decisions. Power of attorney offers peace of mind, knowing that someone you trust will be there to act in your best interests and ensure that your affairs are properly handled when you are unable to do so. It is a valuable asset in times of need and a thoughtful measure in protecting your interests and well-being.

Medical Release

A medical release is a valuable document that grants permission for healthcare providers to share your medical information with designated individuals or organizations. It serves as an essential tool in ensuring that your loved ones and trusted individuals have access to important medical details when needed. By signing a medical release, you are authorizing healthcare professionals to disclose your health records, test results, treatment plans, and other pertinent information to the individuals or entities specified in the release. This can be particularly helpful during emergencies or when you are unable to communicate your medical history or preferences directly. It fosters a sense of security, knowing that your medical information can be shared with those who need it to provide you with the best possible care and support.

Get a Referral

If you're seeking assistance with estate planning from an out-of-state lawyer, obtaining a referral can be a valuable step towards finding the right professional for your needs. Referrals are a fantastic way to tap into trusted networks and benefit from the experiences of others. By obtaining a referral, you can gain confidence in the skills and capabilities of the out-of-state lawyer, making the estate planning process more seamless and reassuring.

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