When many people hear the term estate planning, they think it refers only to the distribution of assets after death. That is part of it, of course, but effective estate planning can address important issues during one’s lifetime and in end-of-life situations.
For example, a well-designed estate plan will ensure that a person of your choosing can make medical and financial decisions on your behalf if you become incapacitated. Without a plan, someone will petition the court to gain control over your medical care and assets. This could very well be a person you would not want to make important decisions on your behalf. In addition, the court processes involved are time-consuming, frustrating and expensive.
This is but one example of what an estate plan can help you accomplish. Depending on your particular needs and goals, I can design a plan that can help you achieve a great deal more, including:
I take a highly personal approach to helping my clients achieve goals like these and many more. I will devote all the time necessary to gain a thorough understanding of your needs, goals, and family dynamics. I will explain your options in plain English, not confusing “Legalese.” Then, I will draft a customized estate plan to achieve every one of your goals.
I can also collaborate with your accountant, financial planner, insurance representative and other advisors to ensure all of your needs are addressed. Once your plan is completed and implemented, you will enjoy the peace of mind that comes with knowing your family and assets are protected.
Contact me today for a personal meeting to discuss your particular needs and goals.
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