Do you have a question? Your
will be forwarded to an attorney.
You will appreciate Luane Rosen's personal
attention and ease of explaining your options as she guides you through
the process of defining your estate planning objectives.
Luane Rosen can
assist you with your estate planning needs by:
Reviewing and updating your existing estate
Helping you decide between a Will and a Trust
Preparing a straightforward estate plan consisting
Durable Power of Attorney: Naming someone to
take care of your financial affairs if you are unable to do so
during your lifetime
Health Care Power of Attorney: Naming the
person to make medical decisions for you when you are unable to
communicate your wishes
Living Will: Gives your Health Care Power of
Attorney direction on the medical decisions you want them to
make, especially the refusal of life-prolonging measures when
death is imminent
Will: Gives direction to your Personal
Representative also known as an Executor on how you want
your Estate distributed to your heirs
Last Separate Writing: Gives direction to your
Personal Representative on personal items like furniture and
jewelry you want distributed to specific people
Contact us for an appointment to discuss your estate planning needs.
frequently asked questions
is my Estate Plan important to me while I am still alive?
An Estate Plan is at least as important while you are still alive as it is after your death. Three important documents can be critical while
you are alive:
What is a Durable Power of Attorney, and why do I need one?
A Durable Power of
Attorney is one of the most important documents in your Estate Plan. This document names the person that you want to handle all of your
financial affairs if you are unable to do so. You have the choice to
designate that person immediately or only on your disability. This
document gives the person nearly total control over your finances and
property, making it critical to appoint someone in whom you have total
Why do I need both a Health Care Power of Attorney and a Living
If you cannot
communicate your medical wishes because of illness or injury, your
Health Care Power of Attorney will do so. Your Living Will explains
your advance, end-of-life wishes so that your Health Care Power of
Attorney and your doctors can make decisions to honor your wishes.
What is the difference between a Will and Living Trust?
Wills and Living Trusts
both govern how a person’s property will pass after their death. The
main difference is that, with a Will, the administration will take place
in a probate action and, with a
Living Trust, the administration will occur without court oversight,
unless a dispute arises.
What is the difference between a Will and Living Will?
Wills and Living Wills are two entirely different
types of documents.
A Living Will is used while a person is alive but is unable
to convey his or her wishes regarding medical care. The Living Will
gives guidance to doctors and to the person named as the Health Care
Power of Attorney with regard to end-of-life issues.
A Will comes into play after a person dies. Most notably, it
tells the Personal Representative how to distribute the decedent’s
What is a Last Separate Writing?
A Last Separate Writing directs your Personal Representative to give specific items of personal property to named individuals. This includes
items like jewelry, furniture, art, china, silverware, collectibles and
so forth. The person preparing a Last Separate Writing will list a
primary beneficiary and a secondary beneficiary. A Last Separate
Writing avoids the need to list this information in a Will, and the list
is easily updated without having to formally change the Will.
Can I change my Will once I’ve signed it?
Yes. You can either have
an entirely new Will prepared, or you can change certain provisions with
a Codicil, a document that amends, rather than replaces, a previously