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Estate Planning

Practical planning to protect yourself and your loved ones.

estate planning

While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.  Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.

If you become incapacitated, you won’t be able to manage your own financial affairs.  Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated.  The truth is that in order for others to be able to manage your finances, they must petition a court to declare you legally incompetent.  This process can be lengthy, costly and stressful.

If you leave your estate to your loved ones using a will, everything you own will pass through probate.  The process is expensive, time-consuming and open to the public.  The probate court is in control of the process until the estate has been settled and distributed. With proper planning, your assets can pass on to your loved ones without undergoing probate, in a manner that is quick, inexpensive and private.

MINOR CHILDREN

It is important that your estate plan address issues regarding the upbringing of your children. If your children are young, you may want to consider implementing a plan that will allow your surviving spouse to devote more attention to your children, without the burden of work obligations.

PLANNED GIVING

Do you want to benefit a charitable organization or cause? Your estate plan can provide for such organizations in a variety of ways. Once your estate plan is in place, you will have peace of mind knowing that you have provided for yourself and your family in case the worst happens.
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The hiring of a lawyer, and the creation of an attorney-client relationship, is an important decision that should not be based solely upon advertisements. Before you decide, ask us for a consultation to review our qualifications and experience.