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Areas of Practice

Legacy & Estate Planning

Protecting you and your assets, and creating a legacy to carry on to your next generations.

Various options in an estate plan

In your Estate Plan, you have the opportunity to:

  • Appoint a Health Care Proxy: an agent to make medical decisions for you if you become incapacitated
  • Select a Power of Attorney: an agent to make financial decisions,
  • Choose a Guardian: for your minor children
  • Create a Will and Trust: directing the distribution of your property.

Considerations you might make


  • Who would serve as your Health Care Proxy and Power of Attorney in an unexpected emergency situation?
  • Who would be the guardian of your minor children if something happened to you?
  • How do you protect your assets while you are alive?
  • How do you create a legacy and distribute your assets to your spouse or next generation?
  • What is your plan for estate taxes?

Reach Out To Us

At the Monthie Law Firm we have an extensive background as Attorneys with experience providing legacy planning, tax and financial planning for our clients.

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