Everyone should have an estate plan. With the proper estate planning, you can designate who will act on your behalf in the event
of incapacitation and who will manage your affairs after you have passed away. Bob Valentine offers comprehensive estate planning
services that will assist you in creating any or all of the following estate planning instruments:
- Trusts, or other instruments to hold and/or manage your assets;
- Last Will and Testament;
- Durable powers of attorney;
- Advance health care directives;
- Healthcare Document-on-Demand system;
- HIPAA/CMIA medical record release and authorizations; and
- Conservatorship designations
Any individual or a family, regardless of their net worth, will benefit from a Trust to hold title to assets, to insure they are
properly managed for designated beneficiaries, and most importantly, keep assets out of Probate Court which can be a costly
expense - easily avoided with proper estate planning.
of incapacitation and who will manage your affairs after you have passed away. Bob Valentine offers comprehensive estate planning
services that will assist you in creating any or all of the following estate planning instruments:
- Trusts, or other instruments to hold and/or manage your assets;
- Last Will and Testament;
- Durable powers of attorney;
- Advance health care directives;
- Healthcare Document-on-Demand system;
- HIPAA/CMIA medical record release and authorizations; and
- Conservatorship designations
Any individual or a family, regardless of their net worth, will benefit from a Trust to hold title to assets, to insure they are
properly managed for designated beneficiaries, and most importantly, keep assets out of Probate Court which can be a costly
expense - easily avoided with proper estate planning.