Estate Planning

Estate planning is important primarily to avoid dying "intestate" which means dying without having created either a will or a trust.  These documents provide instructions for passing your estate on to your heirs. Danger lurks by not considering how probate, creditors, con-artists, lawsuits, judgments, lawyers, and estate taxes can damage the value of your estate. Plus, your property may transfer to unintended heirs in unintended ways.

Minimally you should have:

1.  Powers of Attorney

2.  Advanced Medical Directives

3.  Last Will and Testament

Upon your death, a trust may help avoid probate, estate taxes, and allow you to "manage your assets from the grave".

MFI works as a team with estate planning attorneys to ensure that your estate is being properly managed.

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