What is Estate Planning?

Estate planning should not be complex, depressing, or reserved only for seniors or those seriously ill. Today, an estate plan, which is more than a well-drafted will, should be an essential component in anyone’s life.

Comprehensive estate planning ensures that your estate passes to whom you want, when you want, and in the manner you have chosen. But, an estate plan is not just about control over your assets, it also protects you at incapacity. It will let you – not the courts – maintain control over your assets and medical decisions when you are unable to do so for yourself.

The Time to Prepare is Now

By planning now, you can rest assured that your desires will be carried out.  This is why a complete estate plan is an essential component in anyone’s life plan.

When life changes, you should have your plan reviewed. When you experience a life changing event, such as marriage or divorce, you should have a qualified attorney review your estate plan. Estate planning is a process and the plan is not finite.

There is never a charge for initial consultations or annual reviews of your estate plan. Our consultations provide us with the opportunity to assess your particular situation, concerns and desires. After taking everything into consideration, we will discuss with you the most appropriate actions to take.

Materials Needed for Initial Consultation for Complete Estate Plan:

  • Basic family information – we want to know about your family; for example, marital status, occupations, the names and ages of children, etc.
  • Health or financial special needs of family members
  • General list of your assets
  • Your questions for us

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