Estate Planning

ESTATE PLANNING – WILLS & TRUSTS

The lawyers at our firm tend to be a little fanatical about estate planning. If you ask one of us, “Do I really need an estate plan? . . .” just be prepared to listen for a while.

IF YOU NEED A PLAN, YOU ARE NOT ALONE.

If you don’t have an estate plan or aren’t sure whether your existing plan fits your needs, you aren’t alone. Only 18% of Americans age 55 and over have a complete estate plan, which includes a will or trust, financial power of attorney, healthcare power of attorney, and advance directive. Even if you have a plan, or a partial plan, it is important to update it periodically as family situations tend to change over time.

WHY YOU NEED AN ESTATE PLAN.

The benefits of getting your affairs in order are great. When you finalize your plan, you have the peace of mind of knowing that:

• You have relieved your loved ones of many burdens.
• You have control over any medical interventions.
• You decide who receives your belongings.

HOW WE ARE DIFFERENT.

Our estate planning process is designed to guide you through the decisions required to complete a plan that is right for your family. It starts with an educational seminar to explain your choices. This seminar is available live and as an on-demand webinar. After watching or attending the seminar, you are entitled to a free estate planning phone consultation with a lawyer. During this meeting, we will suggest planning options based on your concerns and objectives.

MORE WILLS & TRUSTS RESOURCES:

Wills & Trusts – FAQ

Should I have a Will or a Trust?