Points, Miles, and Mortality
What You Need to Know About Your Travel Rewards Losing someone is always difficult, and it can be confusing to determine what happens to the deceased’s accumulated credit card points and airline loyalty miles. Who
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secure your family’s future, while fostering a legacy of faith.
Estate Plans Created By Legal Experts, Crafted To Your Unique Situation
- Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death. - Schedule of Assets
A listing of assets that you hold in the trust are subject to the provisions of the trust. This can be easily updated as you add or remove trust assets. - Last Will & Testament (Pour Over Will)
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your trust. - Certification of Trust
Provide this document to third parties in place of a copy of the trust. This contains a summary of key provisions from the Trust but does not reveal other personal details. - HIPAA Authorization
Authorizes trusted individuals to receive your protected health information for specified purposes. - Living Will
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions. - Power of Attorney Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.
Be prepared
Always be ready with your wishes in one place—plus you’ll ease the burden for the people you love.
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Plan for your legacy and your loved ones.
Get organized
Create a complete inventory of your information and your assets—for every day and emergencies
Organize Assets
Track and manage everything in one place.
Share Your Plan
Inform family and ensure your wishes.
Data Security
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Expert Guidance
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Effortless Updates
Easy to manage as your life evolves.
Catholic Estate Planning: Your Faith, Your Legacy, Honored.
Craft a plan that reflects your Catholic values and ensures your wishes are carried out
Securing Your Digital Assets
A Guide for Executors and Loved Ones In our increasingly digital world, managing online accounts after someone’s death or incapacitation has become a critical aspect of estate planning. Below we want to explore the importance
Five Assets You Should NOT Put in Your Living Trust
Living trusts are a cornerstone of many estate plans. They offer a powerful way to avoid probate, a lengthy public court process that distributes your assets after you pass away. The idea is simple: transfer
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