A health care proxy is a legal instrument that appoints a trusted individual to make medical decisions on your behalf when you're incapacitated. This designated agent ensures your healthcare preferences are honored when you're unable to communicate them directly.

A strategic approach to philanthropic giving that aligns with wealth preservation and transfer objectives. It integrates seamlessly into comprehensive personal finance and estate planning strategies.

A strategic approach to asset preservation, management, and distribution post-mortem. It encompasses contingency planning for incapacity, addressing both property administration and financial obligations. This comprehensive process ensures the seamless transition of assets and responsibilities according to the individual's wishes.

Power of attorney is a legal authorization empowering a designated agent to act on one's behalf, with the agent bound by fiduciary duty to prioritize the principal's best interests.