Legacy Planning: Wills and Trusts
There is an old saying, “You can’t take it with you.”
You can, however, make thoughtful and informed decisions about how your assets will be handled and who will receive them after your death. Careful planning can also make the process simpler, less stressful, and less expensive for your loved ones.
Estate planning looks different for everyone. For young families, naming guardians and ensuring financial support for children are often the highest priorities in the event of an unexpected loss. For others, the focus may be on minimizing estate taxes, protecting assets, or planning for potential disability or long-term care needs. Many individuals also seek to avoid probate by establishing a revocable "living" trust.
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A Power of Attorney is a legal document by which a person designates another to make financial decisions/transactions on his or her behalf. This is helpful as a matter of convenience or in the event the person becomes incapacitated and cannot perform these functions themselves.
A Health Care Directive outlines your wishes regarding medical treatment if you are unable to communicate your decisions. It often includes appointing someone to make health care decisions on your behalf.
Conroy Law Office provides experienced guidance in all aspects of estate planning, including:
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Wills
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Revocable “living” trusts
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Probate proceedings
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Power of Attorney
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Health care directives
Thoughtful planning today can provide peace of mind for you and clarity for those you care about most.
Address
Office Hours
Contact
261 East Broadway Street
P.O. Box 999
Monticello, MN 55362
Phone: 763-295-6667
Mon - Thur
9:00 am – 4:00 pm
Friday
9:00 am - 1:00 pm
Sat-Sun
Closed
