Estate Planning Checklist

When it comes to estate planning, it is essential to have all of the documents you need. Coppola Estate Planning can help you ensure that you have everything you need for preserving wealth, preparing for the unexpected, and leaving a legacy.

A will is needed to pass down your assets to your heirs and to claim guardianship of your children.

A trust should be used when you want to avoid probate and value your privacy. A trust should also be used if asset protection is a concern.

A durable power of attorney gives a third party control of your financial matters in the chance that you become incapable.

A healthcare power of attorney gives a third party control of your health care needs in the chance that you become incapable.

A living will gives you control of your healthcare by creating a detailed list of your desires if you become incapable.

John Coppola and all of those at Coppola Estate Planning want to make sure that you have every document you need. Contact us today!