Smart Steps for a Secure Future

Every stage, every age - planning for the unknown will help secure your family's future. Wills are just the beginning. Meet with us to explore your options and potential strategies, so you can enjoy a lifetime of security and success.

Plan Today, Breathe Easy Tomorrow

Estate planning is a vital step for individuals at any stage of life, from young adults embarking on their journeys to seniors preparing for their golden years. Regardless of your financial standing, estate planning is about expressing your wishes and establishing safeguards to protect you and your family from life's uncertainties. Beyond the immediate benefits, a well-crafted estate plan can spare your heirs from the burdensome probate process, saving them time, money, and emotional stress in the future.

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Estate Planning Simplified

Whether you're just starting or have engaged in estate planning before, regular reviews are essential. Life evolves, and so should your plans. We understand that life events like prenuptial agreements or divorces can impact your estate planning needs. Collaborating closely with tax advisors, financial planners, and family law professionals, we tailor plans to protect you and your children through these transitions.

Beyond the Basics

Working with an attorney streamlines the estate planning process. Contrary to common belief, it doesn't have to be complex. A basic estate plan may comprise a few key documents, each serving a specific purpose:

  • Last Will and Testament

    A will is a crucial element of your estate plan, serving as a document to express your desires regarding the distribution of assets after your passing. It allows you to specify which individuals should inherit particular belongings and enables parents to designate guardians for minor or disabled children. Without a will, intestacy laws come into play, leading to potential complications, prolonged probate processes, and family disputes over custody decisions, particularly when minors are involved. Crafting a will, even for those with limited assets or at a young age, can significantly ease the estate administration process and foster peace within your family in the future.

  • Trust

    A trust is a powerful estate planning tool designed to hold and transfer assets to a chosen beneficiary. Functioning as a legal relationship, the trust grants a trustee control over the assets until they are transferred to the beneficiary, with the flexibility to set guidelines for distribution. Trusts serve various purposes, from holding funds for a minor to bypassing probate during property transfer, and even minimizing estate taxes. With expertise in drafting different trust types, including Revocable Intervivos Trusts, Irrevocable Trusts, Supplemental Needs Trusts, and Irrevocable Life Insurance Trusts, we can collaborate with you to determine the most suitable trust for your current and future planning needs.

  • Health Care Proxy

    A health care proxy is  an individual you trust to make medical decisions on your behalf if you're unable to do so. Without one, your medical providers may turn to your family or make choices for you, potentially conflicting with your wishes. Having a health care proxy ensures control over your treatment decisions during vulnerable times, allowing a trusted individual to advocate for your preferences.

  • Durable Power of Attorney

    A durable power of attorney a document appointing someone to handle your legal and financial matters if you're unable to do so. Without one, your family may face a challenging and costly court process to appoint a guardian or conservator to manage your affairs in case of incapacitation. Creating a durable power of attorney provides a simple solution, ensuring a trusted individual can efficiently handle your responsibilities during difficult times.

  • Advanced Directive (Living Will)

    A living will, or advance directive, lets you outline your preferences for end-of-life medical care, such as decisions on life-sustaining measures. While valuable for the terminally ill, we recommend even healthy adults to consider creating a living will to ensure their wishes are known.

Types of Estate Plans

Individuals

Last Will and Testament
Durable Power of Attorney
Health Care Proxy
Advance Directive

Couples

Last Will and Testament
Durable Power of Attorney
Health Care Proxy
Advance Directive

Individual with a Trust

Last Will and Testament
One Trust
Durable Power of Attorney
Advance Directive

Couple with a Trust

Last Will and Testament
One Trust
Durable Power of Attorney
Advance Directive

Let's Talk

Schedule a meeting to start or update your estate planning today. We offer free consultations, and take the time to ensure you understand the process, law, options, and the path forward.

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