Sonya goes beyond the Will and Trusts that make up a typical estate plan and describes the documents relating to healthcare choices and end-of-life concerns.
Sonya describes what to expect from the estate planning process including how you can prepare for the first meeting and how many hours you can budget to complete your estate plan.
For many families, the most difficult decision of the estate planning process is choosing a guardian for minor children. Sonya describes some considerations that go into this decision.
Sonya takes you through the process of describing what a fiduciary is and outlines how to choose those roles. Specifically describing the roles of guardian, trustee, and executor.