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Estate Planning
Estate Planning for Seniors
You want to preserve your assets and pass them to the next generation, but you most likely have a lot of questions. We do our estate planning as packages so you know how much everything costs up front, no worrying about how much that phone call costs!
We answer your questions and create an estate planning strategy that you feel confident about. If you are wanting to avoid your assets being tied up in probate court, we can help you. We include documents in each package that also help protect you legally incase of incapacity or poor health. We know that end of life issues can be a challenge to discuss; you will be treated with kindness and compassion as we explore your estate planning needs.
Estate Planning for Families
It is a common misconception that estate planning is only for the elderly. Many young families feel that they have zero assets and therefore no need for an estate plan, but a will names a guardian and a trust provides for your minor children if you cannot.
Simple planning limits family members fighting over your children in court and allows the parents to decide who will raise their children if they are unable to. Additionally if both parents pass away, a child as young as 18 might inherit everything they are entitled to. Can you imagine your 18 year old with $100,000? Most would struggle with the responsibility. We can help you create a plan for your children that would protect and care for them until they are more mature.
Estate plans can be as simple or complex as necessary. These documents can be created to grow with your family as it grows in number and assets. Give yourself peace of mind in case the unthinkable happens. We offer estate planning packages so that the costs are known upfront.
You want to preserve your assets and pass them to the next generation, but you most likely have a lot of questions. We do our estate planning as packages so you know how much everything costs up front, no worrying about how much that phone call costs!
We answer your questions and create an estate planning strategy that you feel confident about. If you are wanting to avoid your assets being tied up in probate court, we can help you. We include documents in each package that also help protect you legally incase of incapacity or poor health. We know that end of life issues can be a challenge to discuss; you will be treated with kindness and compassion as we explore your estate planning needs.
Estate Planning for Families
It is a common misconception that estate planning is only for the elderly. Many young families feel that they have zero assets and therefore no need for an estate plan, but a will names a guardian and a trust provides for your minor children if you cannot.
Simple planning limits family members fighting over your children in court and allows the parents to decide who will raise their children if they are unable to. Additionally if both parents pass away, a child as young as 18 might inherit everything they are entitled to. Can you imagine your 18 year old with $100,000? Most would struggle with the responsibility. We can help you create a plan for your children that would protect and care for them until they are more mature.
Estate plans can be as simple or complex as necessary. These documents can be created to grow with your family as it grows in number and assets. Give yourself peace of mind in case the unthinkable happens. We offer estate planning packages so that the costs are known upfront.
Probate
Starting the probate process after the loss of a loved one is trying and confusing. We will meet you with kindness and compassion. While the probate process has many variables, we will explain what to expect and answer your questions as clearly as possible. We aim to help complete the probate process in as peaceful, affordable, and timely manner.