Your estate is comprised of your home, rental properties, vehicles, pets, personal possessions, checking and savings accounts, insurance policies, IRAs, etc. The list goes on. Estate Planning is the process of appointing someone to manage your affairs in the event you become incapacitated and ultimately distributing your estate upon your death.
While some will offer Estate Planning as a fill-in-the-blank procedure, it is very much a technical process that requires knowledge of the law and an understanding of your particular family relationships. Let us get to know you.
We provide these services at a fixed rate and with a personal touch. Our discussions with you are made to order to get your wishes expressed accurately.
What Should an Estate Plan Include?
A typical Estate Plan will include the following, but each is customized to your particular needs to achieve your desired goals, whether you are a single individual or a blended family:
Appoint a trusted individual to act for you to manage your financial affairs. This person acts during your incapacity, not upon your death.
Appoint a trusted individual to make important medical decisions about your health and medical care. This person acts during your incapacity, not upon your death.
Contact us and send a message. We will respond to it.