When you hear the term “estate planning,” what comes to mind? For many clients, the term elicits an uncomfortable thought of their own mortality – for others, the loss of a parent or grandparent. In any case, the topic can be less than exciting at times. Though most estate plans will broach the topic of the client’s mortality, there is much more to it. Surprising to many clients, we recommend estate planning in at least some form to all individuals 18 or older. Estate plans come in all shapes and sizes. Simply put, people plan for different reasons.
Over time, estate planning needs change. For those who are young and single, your needs and ultimate plan will look much different than those married and with children. Those who are 65 years or older, or have health concerns, should consider Medicaid planning as part of their estate plan. It is important to have your plan reviewed and updated as necessary. We normally recommend a review every 3 years. If you are about to or have already experienced a major life event (e.g. marriage, birth of a child, disability, inheritance, etc.), you should contact an attorney as soon as possible to plan accordingly.
Before starting any new relationship, it is important to get to know one another. It is our goal to ensure you are comfortable with us both personally and professionally. At your no cost educational meeting, we will discuss estate planning in general, available options, and how to best accomplish your goals.
o Advanced Healthcare Directives (“Living Wills”)
o Financial Power of Attorneys
o Healthcare Power of Attorneys
o HIPAA Authorization and Waiver
o Testamentary Trusts
o Pet Trusts
o Revocable Trusts (“Living Trusts”)
o IRA Beneficiary Trusts
o NFA Firearms Trusts (“Gun Trusts”)
o Irrevocable Trusts (See “Asset Protection“)
Not finding what you are looking for? We offer a number of flat fee packages to meet your needs. Please visit our “Flat Fee Services” section to learn more.