The time to plan for the unexpected and difficult is now. Whether you are married or single, a single parent, parents with minor children, an unmarried committed couple, a grandparent raising a grandchild, or a retired couple, whatever your circumstances, it is best to be prepared for what life may bring. A comprehensive will or trust plan is a fabulous tool to defend yourself and your family against the unexpected and to anticipate “the next steps” in the event of mental incapacity or death.
Not having the right documents in place in the event of mental incapacity, or having a will or trust plan that doesn’t fit your circumstances, may result in aggravated family conflict, financial confusion, avoidable court involvement, and unnecessary delays. Choose a plan that reflects your vision of what you want for you and your family, protects your assets, and preserves family relationships.
Planning for the future starts in the present. People are often overwhelmed by the idea of creating an estate plan; let me help you. This process is designed to identify your assets, clarify your wishes, educate you on your choices, and ultimately provide you with tools and documents to meet your needs for both life and death events.
Creating a clear estate plan is gift to yourself and your family.
Call me to discuss Wills, Trusts, Financial Power of Attorney designations, Medical Power of Attorney designations, Medical Directives, Beneficiary Designations, Funding and more!