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Let's secure a lasting legacy.

Estate planning involves more than just managing assets; it's about protecting your family's future and establishing a lasting legacy. With our extensive experience and strong presence in Washington D.C., we specialize in creating personalized estate plans that safeguard your wealth, reduce taxes, and provide long-term financial stability for future generations.

NAVIGATING EVERY FACET

Our comprehensive estate planning solutions.

Our estate planning services offer a comprehensive solution to address all your needs for planning your legacy.

  • Living Will

    The living will be used to instruct medical care providers on how to proceed with making decisions regarding your health if you can no longer make decisions for yourself. The living will also protect your family members from having to make difficult choices about your care since they will be following your instructions on the living will.

  • Last Will & Testament

    A last will and testament is a legal document that gives clear and concise instructions on how they would like assets distributed following passing.


    You will have the ability to name a guardian for minor children in a will and name the administrators or executors who are responsible for managing and distributing your property.


    If you do not have a last will on file, the state law determines who will inherit your assets upon passing.  


    Each state has different laws and regulations, but most states will require the will to be signed in front of a certain number of witnesses who are also required to sign the document.

  • Durable Power of Attorney

    A power of attorney (POA) is a legal document that gives a person that you choose the power to act in your behalf if you become mentally incapacitated. You will need a "durable" power of attorney (DPOA) document to be responsible for the medical care and finances of the mentally incapacitated person.


    The durable power of attorney document (DPOA) gives the appointed person legal authority to take care of your medical and financial matters such as: paying bills, signing checks, managing investments and make very important decisions regarding the healthcare of the incapacitated individual.

  • Advance Health Directives

    An advance healthcare directive is a legal document in which a person makes their wishes regarding end-of-life decisions so there is no confusion during these difficult times.


    It protects persons right to refuse medical treatment or request medical treatment in the event they aren’t able to make healthcare decisions on their own.

  • HIPPA Authorization Form (Health Insurance Portability & Accountability Act)

    The HIPPA authorization form outlines exactly who can speak on your behalf to medical personnel about your medical care, condition, and treatment. The doctor or health care provider will not speak to anyone on the phone or provide medical updates about your condition if they are not specifically named in the HIPPA Authorization Form. 


    The Health Insurance Portability and Accountability Act gives you this protection under the law to keep your medical records and condition private unless you authorize a person in your HIPPA Authorization Form to receive such confidential information.


    We recommend that all clients have the HIPAA authorization form in place as part of their estate planning.

Providing security & clarity for future generations.

At Glover Park Wealth Management, we believe in building relationships that last a lifetime and beyond. Our personalized estate planning services are designed to evolve with your life stages, ensuring that your plan stays relevant and effective. We prioritize clear communication and detailed planning to minimize uncertainties and maximize the value transferred to your beneficiaries, preserving your legacy for future generations.

Personalized

Tailored to your unique circumstances and goals.

innovative

Planning for the future to protect your legacy.

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