Estate Planning & Trusts
Regardless of your stage in life or the size of your estate, it is important to create an estate plan. At Horlick and Associates, we can explain your options, recommend solutions that can accomplish your goals, and help you tailor your estate plan to suit the needs of you and your family. Using a combination of wills and trusts, we can ensure smooth transfer of assets to beneficiaries and address any concerns regarding minimizing taxes. We can help you prepare for any unanticipated incapacity that may come with mental illness or injury. Our estate planning services include the following:
- Last will and testament
- Living trusts and other trusts (revocable and irrevocable trusts)
- Advanced directives for healthcare
- Durable powers of attorney
- Guardianships
- Conservatorships