Planning for Everyone You Love

Do you have an estate plan?  If you do, is your plan current?  If not, you should think about getting your estate plan in order as soon as possible.  An estate plan ensures that your assets will be distributed according to your wishes.  Your plan also ensures the care of your family in the manner that is best for them when you are no longer there.  A good estate plan is peace of mind for yourself and your family.

Estate Planning

I Can Help You with Estate Planning

I can help you draft a new estate plan.  I can help you assess a current plan if you have one.  You may have a plan that needs updating.  It is a good idea to take an inventory and assessment of your assets.  I can help you design a plan that will meet the needs and goals of your family.

The foundation of your estate plan will often be a revocable living trust.  Your property is transferred into this trust for your benefit during your life.  A benefit of a revocable living trust is it can help your family avoid the cost and delay of probate.  It can also minimize estate taxes.

You want to be sure that the plan you have will work for you.  It is important to consider each family as a unique situation.  A plan that works for one family will not work for another.  It is a good idea to put effort and thought into drafting a plan.  You will know that you have every situation covered.  That is peace of mind.

I take the time to get to know you, your family, your concerns, your goals, and your issues.  I will talk to you about what can and will happen when you die.  This process will produce an estate plan that is right for you and will work when you need it.  A good plan can provide a secure future for your loved ones.

I am interested in forming a relationship with you and your family.  I am not in the business of creating documents for you to sign.  I understand that life changes. Your assets, your family, and your goals change over time.  Your estate plan should change to stay current with your life.  Your plan should change and grow with you.

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Call us now: 505-373-3319