Effective estate planning involves much more than having a last will and testament. It can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.
An effective estate planning strategy can spell out your healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate. It can also designate someone to manage your financial affairs should you be unable to do so.
Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.
Wills and Trusts
A very basic estate plan includes having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be priceless.
We can recommend a tailor-made, qualified trust or estate planning solution and draft the appropriate documents – often for a discounted fee. We’ll walk you through every step of the process so your estate, legacy, heirs, and lasting wishes are protected.