Estate planning is for everyone, not just the wealthy or the aging. Anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provide for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or avoid estate taxes, and provide for charitable organizations.
I meet with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. This may include wills, trusts, powers of attorney, advance medical directives, or a combination of these, depending on client needs and goals. Once their estate plan is in place, my client’s enjoy peace of mind knowing they have provided for themselves and their loved ones in case an unexpected crisis occurs.