Thinking about a tomorrow where you are unable to take care of yourself or are no longer there for your family can be overwhelming.  So many questions to answer:

 

            Who do you trust to make your medical decisions?

            Who should handle your financial affairs when you can’t?

            Who will take care of the children? Your ill parents? Your pets?

            Where do you start?

 

We start with a holistic approach.  At our initial consultation, I will take the time to learn about you, your family situation, and your needs.  Based on your information, I will recommend a few options. You will make the final decision. Depending on your situation, your estate plan may include:

 

  • A will specifying your Personal Representative (the person in charge of administering your estate), beneficiaries who receive shares in your estate, and a plan for your pets.
  • A living will with health care surrogates setting forth your health care wishes and appointing the person who will make those decisions for you when  you cant.
  • A durable power of attorney where you choose your agent to act for you and specify the powers you give your agent.
  • A declaration naming preneed guardian appointing a guardian over your person and property or a guardian for your minor or incapacitated child.
  • A trust which may be used for incapacity planning, asset protection for the benefit of your heirs, and for possible probate avoidance.

 

These are the most commonly used documents, but you may not need all of these documents, or you may need other estate planning tools.  In addition, we will review all of your assets, including those not likely to be probated through a will or in your trust, to make sure that your beneficiary designations align with your estate planning intentions.

 

It is important to note that if you do not make these decisions while you can, someone else may make these decisions for you.

Next Steps...

Please contact us with your questions, comments or concerns. We would be happy to schedule an appointment for your consultation.

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