The Foley Firm

What’s Actually in an Estate Plan?

Most people think it’s just a will — but real protection goes deeper. Here’s what you need in a complete estate plan:

✅ Last Will & Testament – Decide who gets what and name guardians for your children
✅ Revocable Living Trust – Skip probate, maintain privacy, and control your legacy
✅ Advance Health Care Directive – Make sure someone you trust can speak for you
✅ Durable Financial Power of Attorney – Let someone you trust handle finances if you’re ever unable
✅ HIPAA Authorization – Gives your loved ones access to your medical information when it matters most
✅ Final Disposition Instructions – Outlines your funeral and burial wishes, so your family doesn’t have to guess

At The Foley Firm, we package all of this into a clean, custom-built estate plan — personalized to your life, your legacy, and your peace of mind.

Join me TOMORROW on Zoom at 6 PM or 7:30 PM for
“Trusts and Estates with Attorney Foley”
We’ll break it all down — what you need, why it matters, and how to get started.

Link in bio to register.

DM me “ESTATE” to lock in your seat or book a free consult today!

"From complex queries to simple solutions, The Foley Firm transforms your estate concerns into confident choices. 🧩💡 "

A living trust is a legal arrangement that allows an individual (the grantor) to transfer assets into a trust during their lifetime. The trust is managed by a trustee, who holds and manages the assets for the benefit of the trust's beneficiaries. A living trust can serve several purposes, including:

Estate Planning: A living trust allows the grantor to plan for the distribution of their assets after their death, without the need for probate court. This can save time and money, as well as ensure that assets are distributed according to the grantor's wishes.

Asset Protection: Assets held in a living trust are protected from creditors and can be protected from estate taxes, making it a valuable tool for estate planning.

Management of Incapacity: If the grantor becomes incapacitated, the trustee can manage the assets in the trust without the need for a conservatorship or guardianship proceeding.

Privacy: Probate proceedings are a matter of public record, while the terms of a living trust remain private.

A living trust can be either revocable or irrevocable, depending on the grantor's wishes. A revocable living trust can be amended or revoked during the grantor's lifetime, while an irrevocable trust cannot be changed once it has been established.

Our law firm offers comprehensive living trust packages, which include the preparation of the trust document and any necessary supporting documents, as well as assistance with transferring assets into the trust. Our experienced estate planning attorneys will work with you to understand your goals and develop a personalized living trust that meets your specific needs.