Life comes at you fast - plan for the road ahead. Let us help protect your family, your privacy, and your legacy.

Many people think they are too young, too healthy, or don't own enough assets to need an estate plan. But did you know an estate plan is much more than just a will? When someone dies or becomes incapacitated without a comprehensive estate plan, many crucial decisions can be left up to the courts. Even worse, those decisions can turn into painful arguments between family members. A comprehensive estate plan makes your medical wishes clear, arranges care for your dependents, specifies who can make which decisions on your behalf, and lays out the proper distribution of your property and assets. Contact us today - it's never too early to plan for the future.


top 10 reasons everyone needs an estate plan

  1. Avoid costly probate: ensure that your assets get transferred to those you have identified, as quickly as possible, and without additional fees for attorneys, court costs, and appraisals.

  2. Reduce estate taxes: with intelligent use of exemptions, life insurance, trusts, and gifts, you can potentially save a lot of money that would otherwise go to the IRS.

  3. Protect beneficiaries: the better your estate plan, the less your beneficiaries will have to deal with uncertainty, public proceedings, and disagreements between each other.

  4. Maintain your privacy: although wills eventually become public documents, it is possible to manage most of your assets through non-public instruments and protect your privacy.

  5. Protect yourself if you become disabled: dictate the kinds of life-prolonging medical care you wish to receive, in case you are unable to make your wishes known when the time comes.

  6. Keep your business running: the death or disability of a business owner can completely disrupt operations, but a good estate plan can provide for a smooth transition.

  7. Control your finances, even after you're gone: don't let the courts decide what happens to the things you've worked for. 

  8. Prevent fights between family members: fights in the aftermath of a death or disability can be devastating, but a thorough estate plan can remove the causes of potential arguments.

  9. Catalog your assets: in the process of creating a comprehensive estate plan, you can complete the smart and useful step of taking and recording an inventory of what you own.

  10. Leave your affairs in trusted hands: instead of unknown probate lawyers, judges, and appraisers, you can ensure your affairs are handled by competent people you've chosen yourself.


what does a comprehensive estate plan look like?

A comprehensive estate plan should be individually tailored to meet your particular needs and desires. For most people, an estate plan should include most or all of these:

  • A will, precisely worded to avoid confusion and properly executed to ensure it has legal validity
  • Any trusts necessary to protect assets, avoid probate, and reduce estate taxes
  • Advance medical directives to cover major medical decisions
  • Durable financial power of attorney
  • Healthcare power of attorney, to authorize specific people to make unforeseen decisions
  • Beneficiary forms to make bank accounts "payable on death" instead of part of the estate
  • End-of-life wishes and a funeral plan
  • Life insurance, if applicable
  • Business succession plan, if applicable
  • All related documentation collected, organized, and securely stored

Contact us today to discuss your unique needs and what kind of estate plan may be right for you. We do not charge for initial phone consultations, and we take the time to explain everything in plain language instead of complicated "legal-ese."


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