Estate Planning

Mr. Whitlow and his staff help individuals and families design and prepare an estate plan that accomplishes exactly what they want, and avoids the pitfalls that can arise from poor planning. An effective estate plan is tailored to each client – there is no one size fits all. The needed documents and actions are determined after talking with the client, and can include:

• Last Will and Testament
• Revocable Trust
• General Power of Attorney
• Advance Medical Directive/Medical Power of Attorney
• Transfer on Death Assignments and/or Deeds
• Advice and Assistance on the titling of assets and the completion of needed beneficiary designations on financial accounts, life insurance and other assets
• Special Needs Trusts