Estate Planning
Do You Need An Estate Plan?
There’s much to see here. So, take your time, look around, and learn all there is to know about Estate Planning, Living Trusts, Wills, Healthcare Directives and Asset Protection. We are here to answer any of your questions, Call us NOW for a free consultation.
Estate Planning You Can Understand
We know that Estate Planning can sometimes be overwhelming. We are dedicated to providing you with Family Protection options with living trusts, wills, advanced healthcare directives and more that meet your specific needs in a language that you can understand.
A Focus on Protection
The first step is for us to work with you and come up with a Family Protection Plan to get you all the protections you need. Through our understanding of estate planning law and your understanding of your family circumstances, we will draft your estate plan to provide all the protections you and your family need and deserve.
Get Started Today
Don't wait to start your estate planning! Contact us for a free phone consultation. Let us help you figure out what your best plan should include. The sooner you have an estate plan in place, you will have the peace of mind that you have all the Family Protection you need.
Protection You Can Count On
Seniors
Some people shy away from estate planning, and that’s understandable. It can seem very daunting. However, an estate plan is an absolute must for seniors to ensure their wishes regarding their estate, their funeral, and their end-of-life care needs are met.
Having a Living Trust, Will and Healthcare Directives as part of the Estate planning process makes things easier for those who are left behind. A clear plan removes questions and doubts and gives guidance for everyone involved in handling the estate.
If there is no estate plan in place, the State takes control of everything from what happens if a person becomes incapacitated and cannot make decisions for themselves, to how their assets will be divided if any are left after Probate.
Families With Children
Young families today are busier than ever. Between work, school, after-school activities, it can be hard to sit down and find the time to think about the future. Thinking about what would happen to your spouse and your children if you became incapacitated or died is difficult but necessary.
Young parents should consider whether or not their spouse and their children will have enough money for their daily necessities. If both parents die, deciding who to appoint as the children’s primary guardian is the most important decision you will ever make.
Young parents who haven’t completed their estate planning leave themselves, their spouse and children at risk.
Single Parents
Being a single parent typically means you alone must take the steps necessary to ensure that your children will be protected no matter what happens to you. While you might be fit and in perfect health today, there’s no way to predict the future.
Estate Planning is an important means of protecting your children’s long-term well-being. Regardless of your circumstances, your estate planning documents should ensure someone will be able to take charge if anything happens to you. Don’t leave it to a Court to decide what happens to your children and your assets.
Special Needs
Families that include someone with a disability qualifying for government benefits, may want to look into setting up a Special Needs Trust within their estate plan. It is the policy of the federal and state governments to take care of only the essential needs of the individual and support them at or below the poverty line.
Money in a Special Needs Trust within your estate plan can cover supplemental needs not covered by Medicaid and SSI, such as recreation and dental and vision costs.
If a Disabled child or family member receives any inheritance the government can take their inheritance away for past and future benefits that the beneficiary may receive from your estate unless you have it placed in a Special Needs Trust.
Single People
There is no doubt that estate planning is often talked about in terms of planning for married couples and families. However, estate planning for single people is just as important, if not more.
Single people need to focus on their own protection and lay the groundwork for allowing someone else to make financial and medical decisions on their behalf, if they are not able to do so.
An additional benefit of a Separate Property Trust is to establish assets you have acquired prior to marriage as your sole and separate property without the need for a prenuptial agreement should you decide to marry some day.
Protection You
Can Count On
“Our most ancient role is to act as Protector for those we love.”
While you may not be able to provide for your family forever, the good news is you can plan to help protect them if the unexpected should happen.
A Family Protection Plan is designed to protect your family and loved ones should you become ill, incapacitated or die. If you are responsible for the security of a partner, child, disabled loved one, or aging parent, a Family Protection Plan is the only way to help make sure they will have the security they need for the future.
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