It’s taking care of those you love:  your spouse, your children, your relatives, your church, your favorite charity, your alma mater, even your pets. While estate planning is taking care of your family when you’re no longer here to do it, that overlooks the situations other than death that could leave you unable to care for your family, either temporarily or long-term. Estate planning is a fundamental part of planning and managing your life.

You might say that estate planning is one of many ways to express the love and caring you have for your family, because it reflects your desire to see to their well-being, whether you’re there to share it or not.

Who Needs An Estate Plan?  Everyone. The law defines what happens if you don’t have a will, but will it take care of everything the way you want it taken care of? Will the law reflect your wishes when you die? Will you leave that answer to chance?

Take the time and effort now to ensure that your affairs are in order, regardless of what comes along. In a short initial consultation, we can discuss the big picture of your life, and look for areas where you can address the most common issues and problems at modest cost, or discover whether you have issues that will require more complex planning to ensure that your assets and interests are taken care of.

Common estate planning tasks:

  • Reviewing:
    • Family and Circumstances
    • Existing Documents
    • Assets
    • Plans & Goals
  • Drafting:
    • Wills
    • Powers of Attorney
    • Health Care Powers of Attorney
    • Advance Directives
    • Deeds
    • Trusts

Carrying out your wishes after you have passed is called probate administration, and we can help with that, as well.