) Estate Planning Wealth Transfer Charitable Giving Wills Trusts Irrevocable and Revocable Advance Health Care Directives Durable Power of Attorney How I Can Help Reduce Taxes Avoid... Probate Help With Transfer of Wealth Assist With Transfer of Property to Beneficiaries Protect Against Business and Personal Liability Who I Can Help Individuals with minor... children who want to ensure timely transfer of wealth and property to people they trust for the benefit of those minors and other beneficiaries. Retired persons who want to ensure family...

-directed distribution of wealth to heirs Proactive management of health and assets in the event of incapacity. Remember, planning is for the living. Implementing a trust now is your last..., or the beneficiary designations had been changed by him. He did not worry! Unfortunately, his children and beneficiaries soon found out that a home cannot be transferred by beneficiary designation...