Fill out the forms requested by Marisa. Your data will be securely transferred to The Ala Firm so your documents can be prepared.
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Consultation Questionnaire (one per couple or individual)
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Trust agreement – married couple (one per couple)
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Last will and testament (one per person)
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Guardianship election for minors (one per couple or individual)
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Medical POA (one for each person)
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Financial POA (one for each person)
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Living will (one for each person)
Is a WILL enough?
Nationally syndicated radio host Dave Ramsey says, “Everyone over 18 needs a will.” A will is a great start to your legacy…
How do trust distributions work?
When one spouse passes, the trust will continue in effect for the benefit of the surviving spouse. The surviving spouse will have…