Nugen Law - Estate Planning

This estate planning package from Nugen Law is essential for everyone and particularly well-suited for art collectors. The package includes the following: Revocable Living Trust, Certification of Trust, Last Will and Testament, Durable Power of Attorney, Healthcare Representative Designation, HIPAA Waiver, Assignment of Personal Property to the Trust, Deeds for any real estate owned by the purchaser to the Trust, Funding Instructions, and Instructions for the Trustee.

Also includes courtesy delivery of the Healthcare Representative Designation and HIPAA Waiver to the person’s primary care physician, courtesy delivery of the Certification of Trust to the person’s financial advisor, and assistance and direction with funding of the trust.

Note: Bryan Nugen is based in Auburn, Indiana, and is also licensed in Michigan, Ohio, and Florida.

Note: Plan must be completed by April 1, 2025.

• Company Name : Nugen Law LLP