Legacy Planning

Estate planning is important regardless of your assets. Everyone needs a contingency plan — or in this case, legal documents — that define the course of action in case of incapacity or death. Through estate planning, you can protect yourself, your family, and your assets no matter what happens. An effective plan, however, is not only tailored to your situation but also updates according to changes in your life.

Prepare an Estate Plan for Any Scenario

A sudden illness could incapacitate you and leave your estate in disarray. This unexpected situation is also likely to bring about family conflict when decisions about your personal and health care turn into a debate.

 

The future is unpredictable, but the certainty of life changes will help you manage what the subsequent years will bring.

 

With a comprehensive estate plan, you’ll be able to preserve your assets and encourage harmony in your family. We can also update your estate plan when significant changes, such as an accident, illness, or inheritance, upend your family or finances. Updating your estate plan is also necessary when you move out-of-state or out-of-country to retain the legal document’s validity in different locations.

The following tools prepare you for any scenario:

  • Last Will & Testament
    Name your beneficiaries and guardians. State your charitable bequests if you have any.
  • Revocable Trust
    Avoid probate with a revocable trust. Let’s determine whether it is suitable for you.
  • Health Care Power of Attorney
    Give a trusted individual the power to make health care decisions if you’re incapacitated.
  • Durable Power of Attorney
    Give a trusted individual to handle your financial matters on your behalf.
  • Transfer on Death Deed
    This deed transfers ownership of your assets to your beneficiaries when the time comes.
  • Life Estate
    This is an interest in real estate when you transfer ownership to your children and still retain the right to live there.

Prepare All of Your Legal Documents

Almost all estate plans require a financial power of attorney, a health care power of attorney, and a will. You may also create a trust to protect and manage assets for
yourself and your beneficiaries. A will makes sure that all assets will be properly transferred and distributed including to your trust, when the time comes. We will work closely with you in drafting these legal documents.

Here’s a preview of our estate planning process:

  1. We ask you to fill out a will questionnaire
  2. We review your estate planning goals
  3. We define the best course of action
  4. We prepare all legal documents
  5. We implement the plan

Our inclusion of elder law planning in creating your estate plan results
in a more effective plan, giving you peace of mind for your future.

Contact us today for any question you may have about estate planning.

Do you need legal help?

Whether you need help with legacy planning, in drafting a will, setting up a trust, or any other legal help or advice you may need – we’re here for you.
Contact Us Today
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