There are 4 essential estate planning documents everyone should have.

• Will
• Living Will (Advanced Healthcare Directive)
• Durable Power of Attorney (for financial decisions)
• Durable Power of Attorney for Healthcare

Proper estate planning will:

• Enable you to transfer your assets according to your wishes
• Control whether you will receive medical treatment if incapacitated
• Allow a trusted individual to manage your finances if incapacitated

Certain estate planning documents should be HIPPA compliant. By ensuring compliance with the Health Insurance Portability and Accountability Act, your documents should not be challenged at the time you need them most.

These documents are complicated and should be prepared by a professional. They should not be left to chance through the use of commercially available software.

If you need legal counsel in Montgomery County or any immediate surrounding county (Chester, Delaware, Bucks or Philadelphia) concerning estate planning, we can help you.

To schedule a consultation, contact us online or call us at 610-999- 9970.