ESTATE PLANNING

A living trust is a legal arrangement established by an individual (the grantor) during their lifetime to protect their assets and direct their distribution after the grantor's death.

A child's trust "refers to a trust fund created for children, usually by family members, in order to have the assets managed until the child reaches a particular age.

A certificate of trust, or certification of trust, or abstract of trust, is the "condensed version of the trust widely accepted in lieu of the entire trust document" to keep certain details private

A Power of Attorney is a legal document that gives an adult the authority to act in your place. A financial POA specifies authority in relation to financial matters.

A Power of Attorney is a legal document that gives an adult the authority to act in your place. A health care POA specifies authority in relation to medical matters. This document works in conjunction with a living will.

A living will is a legal mechanism "where an individual can choose to prevent medical personnel from using life sustaining treatments for life-threatening health situations."

A HIPAA release form allows medical institutions to share your private health care records with those you select.

A pour over will is a legal document that ensures an individual's remaining assets will automatically transfer to a previously established trust upon their death.

A quit claim deed is a "document by which a grantor conveys his or her present interest, if any, in a given parcel of real property to a grantee without representing, covenanting, or warranting that the title is good