Engage me to help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.
Estate planning is about how you want your money and assets—regardless of the value—distributed after your death. It is about making sure that the people and causes you care about receive what you want to give them.
If you have young or disabled children or elderly parents who rely on you financially, estate planning is crucially important. A thorough plan could help ensure that your family’s needs are provided for.
I help you work out:
A thorough estate planning is important, it benefits you and your survivors because:
1. Durable powers of attorney to appoint individuals to make medical and/or financial decisions on your behalf you’re unable to provide instructions yourself
2. Beneficiary designations to explain who should receive money from life insurance policies, annuities, retirement accounts, and other financial accounts
3. One or more trusts to facilitate passing property to your heirs and potentially provide tax benefits for both you and your beneficiaries
You can significantly reduce the time and expense of dying intestate by estate planning by creating a will that names an executor of your estate
A lasting power of attorney appoints a trusted relative or friend to manage your legal and financial affairs if you can’t manage them independently. A healthcare proxy gives someone permission to make healthcare decisions for you if you can’t communicate them yourself.
Without these directives, also known as a “living will,” it could get complicated determining who among your loved ones is in charge and is legally allowed to take action. In the worst-case scenario, someone the court appoints or a hospital staffer unfamiliar with your wishes may wind up making decisions for you.
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