Your goals are the foundation of every estate plan that I create. The first step in creating an Estate Plan is to meet with you and learn about your personal situation and goals. I am a sole practitioner and work one on one with clients listening to their needs. All drafting and review of documents is done by me. I realize that getting your affairs in order is easily put off to a later time. For that reason, I strive to complete the estate planning process quickly so that you can cross this off your to-do list.
An Estate Plan ensures that what you have accumulated during your life will go to your loved ones, at the right time, and in the most beneficial manner.
Parents
Parents should have a plan for their children in case something happens to one or both of them. A properly prepared Estate Plan will give you the peace of mind that comes with knowing your children will be taken care of in case something unexpected happens.
Persons Planning for Retirement
Once you start thinking about retirement, the question of how to transfer your assets in the most cost-effective and efficient manner needs to be addressed. In addition, as you age, it is prudent to prepare in case you become incapacitated.
Retirees
After retirement many seniors worry about not having their affairs in order. Specific concerns include health and what will happen to your assets when you pass away. The comfort of knowing you have everything in place is immeasurable.
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