Having well-crafted and defined instructions in place prior to an emergency is a cornerstone of financial planning. The disposition and disbursement of your assets, as well as the care you receive from the medical community, are highly personal and important decisions that every individual would want to be in control of. These documents empower your loved ones to follow your instruction and make decisions on your behalf, thus removing much of the confusion, frustration and legal complications that can often arise during a time that is already emotionally stressful. Whether you have never established an estate plan or have not had it reviewed in a while, our experienced legal team is poised to listen, eager to educate and ready to guide you through the process. Your personalized legacy documents would include full completion of the following customized forms, and assistance would be provided for funding, ownership changes and beneficiary designations.
- Last Will and Testament
- Trust and Certification of Trust (If applicable)
- Health Care Power of Attorney
- Mental Health Care Power of Attorney
- HIPAA Statement
- General Durable/Financial Power of Attorney
- Living Will
- Special Directives
VINITY Legacy Group’s referral partners specialize in family and business estate planning, probate law, trust administration, probate litigation, guardianships, conservatorships and elder law.
Explore Our Suite of Solutions:
Vinity Tax Group
Our Tax Group provides access to an array of Tax Services, from Basic Tax Filing to Actionable Tax Strategies Crafted by a Certified Tax Coach with expertise in Real Estate, Business Owner and Investor Arenas.
Vinity Risk Management Group
Experienced insurance advisors craft comprehensive protection strategies for home, auto, liability and business insurance using a variety of well-known and financially-strong Independent, national carriers.
Vinity Asset Management Group
Internal, dedicated Asset Management Team developing nimble, institution-caliber investment solutions for retail investors.
Vinity Insurance Group
Financial Protection Platforms are provided by Vinity’s Insurance Group, including Income Planning, Long Term Care Mitigation, Life Insurance, Disability and Medicare.
Vinity Legacy Group
Access to attorneys with the highest degree of integrity specializing in Trust and Estate Planning, Probate Law and Disputes, Trust Administration and Elder Law.