Estate planning and related services are complex. But you don’t have to do it alone.
Estate planning and related services are about wills and trusts and powers of attorney. Sure. But it’s more than that. It’s about love of family and how that can motivate us to overcome our own fears. Disability and death are scary things to think about, but a good plan can make it all a little bit easier.
Figuring out what you need
If you’re like many people, you may not know what you need. Estate planning can get complex, and everyone’s situation is different. Once you decide to plan for the future, where do you even start? For some, it’s with questions that can quickly become overwhelming:
“Do I need a will or a trust?”
“How can I get all of my needs covered, without breaking my budget?”
“How can I make it easy for my family?”
We have compiled a list of these and other common questions, to help you get a better sense of your needs. You can also use the links below to learn more about the various types of services we offer that may fit your situation, including estate planning, elder law and estate probation.
planning is for everyone
Some people think they can’t afford estate planning or a related service, or that it’s not worth it, because they don’t have anything worth passing on, or because they’re too young and don’t need to worry about such things yet. However, everyone can benefit from a clear, decisive plan that communicates your wishes for asset distribution (among other considerations, such as guardianship of minors), and which saves loved ones from unnecessary expenses and hassles in the future.
The right plan for the right budget
It doesn’t have to be expensive. With your custom plan, we can work together to find the sweet spot – covering your needs without breaking the budget. Good estate planning is also built for growth. Putting what you can afford in place now, with a plan to grow in the future as your needs and budget increase, can provide the right mix of preparation and cost savings.
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estate planning
An effective plan may include a will, living trust, powers of attorney, or other key documents that communicate your wishes and help minimize unnecessary cost.
Elder LAw
As we age, our financial and care needs may change. You can prepare for this stage through powers of attorney, trusts, long-term care and other planning tools.
Estate probation
Probate is a court-managed process designed to validate a will, or to provide direction for asset distribution and other transition issues in cases where there is no will.