These days it is more important than ever to plan carefully for your retirement and your loved ones. If you own any property or have people that depend on you, you need a plan. An estate plan is personal and can be unique to your circumstances.

A Will is an important part of your estate plan and provides that your real and personal property passes in accordance with your wishes. A Will allows you to choose the guardians of your children and not someone the court appoints. There are sometimes delicate issues that require careful planning with your legal advisor.

It is also important to keep your Will up-to-date and in a safe place. You can store your Will at Kimball Brogan for safe keeping at a minimal rate.

Increasingly important documents today are the Power of Attorney and Personal Care Directive. These documents give authority to a person you choose and trust to take care of your financial affairs or make medical decisions in the event of infirmity or temporary incapacity.

At Kimball Brogan we can also help you with administering an estate whether there is a Will or not.