Photo by Romain Dancre
Do you know what would happen legally- to you, your loved ones, your money, and everything else you care about – if something unexpected happened to you?
It is hard to know what would happen but it is very easy to be prepared. Your first step is to is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs are in order.
How can we help you prepare?
We will sit down with you to educate you on what to think about when planning for the well-being and care of your loved ones. We are qualified in the use of wills and trusts and other estate planning tools. We achieve great comfort and success for our clients because we focus on the lifetime needs of our clients and work that “lifetime plan” into how assets will be distributed upon death.
We help you write a list of inventory so that everything is properly documented. This inventory list can include tangible and intangible assets (see example list below).
- Home, land, and/or other real estate you may have.
- Collectibles like antiques, coins, art, and more
- Cars, boats, trailers, motorcycles, etc.
- Checking/savings accounts
- Stocks, bonds, shares
- Life insurance
- Retirement plans
What is in a complete Estate Plan could includes all or some of the following legal documents:
- A Revocable Living Trust
- Health Care Surrogate
- Durable Power of Attorney
- A Last Will and Testament
- Lady Bird Deed
- Pour-Over Will
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What does your estate consists of?
Your estate consists of your home, your car, your saving and checking accounts, your life insurance, your personal possessions, and so much more. Whether you have a large estate or a small estate, you must prepare for the unforeseeable future. You need to protect your estate and be able to say what you want to happen with your estate when you pass.
What does your estate planning include?
* It includes your instructions on how to care for you in case you become incapacitated.
*Names a guardian for your minor children.
*Provide support for your loved ones for when you are gone.
*You can set up your personalized Will and Trust.