Estate Planning Attorney that makes house calls!
Estate planning involves more than just preparing for your death; it also involves planning for your care when you need assistance or are unable to care for yourself. Planning now can provide assurance that things will be handled in the way that you want and make it easier for you and your loved ones during difficult times. Without estate planning, your loved ones will have to sort out your affairs for you, and a lot of problems can arise from that.
If you come to me for help with your estate planning, my goal is to help you understand what will happen if you fail to plan for yourself and your loved ones and what you can do now to prepare for the future.
Let's start by having you tell me about your family. We'll talk about what you own and how you want those assets to pass to your loved ones.
Then, we'll discuss what is important to you and your goals for the future.
If you have young children, what planning have you done and what legacy will you leave for them?
What do you want to happen to you and your assets if you are unable to make decisions for yourself?
Are you a military family that has to deal with separations?
Are you a veteran? Veterans receive 10% discount on estate planning.
These are tough questions but discussing them now and preparing for the possibilities will make it easier if any problems arise in the future. Together, we can talk about these things and the options available. We will focus on what is important to you.
If you have already done some planning for your family, that is great. But when was the last time you reviewed your plans?
If it has been longer than three years since you last reviewed your plan, you should take a look at it. Does your current plan still meet your family's goals?
In addition to talking about your plans for your property and finances, you should also discuss your wishes concerning your medical care in the event you are incapacitated.
Do you have children?
If your children are young adults, have you talked about their finances and their health care wishes? As our children become adults, we lose the ability to make some decisions on their behalf. Now is the time to start talking about these matters.
Let's take a look and see if your current plans meet your family's goals for the future.