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1. COMPLETE YOUR ADVANCE HEALTH CARE DIRECTIVE

With this directive you can reduce confusion over your health care preferences, get the medical care you want, and relieve caregivers of decision-making burdens during moments of crisis or grief.

2. CHOOSE A POWER OF ATTORNEY OR A CORPORATE TRUSTEE

Planning who makes decisions for you if disabled or incapacitated is just as important as planning what should happen after you're gone. Gain peace of mind by appointing an agent, proxy, or trustee. Our experienced Trust Officers can discuss what to consider. Let us connect you.

3. ASSIGN BENEFICIARIES TO DESIGNATED ASSETS

Quickly transfer certain financial assets to your heirs upon death, and avoid the costs and delays of probate, with well thought-out beneficiary designations. Various financial assets defined by federal and state government allow for beneficiary designations and are binding, even when contradicted by the language of a Will.

4. CREATE YOUR WILL AND ESTATE PLAN

Save time, money, and stress for your loved ones. Getting things in order ensures they are cared for, and your possessions distributed as you wish, while working to minimize estate and inheritance taxes. Trust services can provide significant benefits during your lifetime and beyond. Let us connect you with experts.

5. STORE YOUR IMPORTANT DOCUMENTS AND DIGITAL LIFE IN A CENTRALIZED PLACE

Emergencies and death aren't topics most people want to spend their free time thinking about. However, there are several important documents and digital assets that need to be kept safe and accessible for these events. Storing them in a centralized place can ensure your loved ones are not left scrambling when that time comes.