Estate Planning
START REVIEWING YOUR OPTIONS IN ESTATE PLANNING NOW
Plan ahead
Wills, advanced heath directives & revocable trusts are all tools that allow you to make decisions that will affect your loved ones after you are gone. There is no other way to influence their continued success.
Make promises & keep them
More than half of American adults do not have estate plans. Roughly three quarters of American adults aged 25 to 34 do not have estate plans. Who is more likely to have young children? Your estate plan is your one and only chance to direct the care of your minor children if you are unable to care for them yourself. That’s it. The state decides if you don’t. Any property, money, investments or other assets that you leave for them will be used by whoever is entrusted with their care. You don’t have any say in the issue. You cannot keep the promises that you made when you became a parent if you don’t create an estate plan. Do it.
In our experience, people don’t make estate plans for a combination of reasons:
- Cost – “It costs too much” or “I don’t know how much it will cost.”
- Confusion – There’s too much information to understand about making an estate plan. It’s overwhelming.
- Hassle –It’s a lot of trouble to figure out your assets and your long term wishes.
- Contemplation – “I don’t want to think about my own death.” This is a kicker. But if you don’t think about it, you may pass along anxiety and uncertainty to those who survive you when they’ll already have enough to think about.
All the things that are stopping you from making an estate plan are legitimate concerns. We understand them, and with our expertise and reasonable fees, we can help you lay out a plan that will give you more peace of mind than avoiding the future and help you keep your promises.
Speak for yourself
Who answers the questions of continuing health care if you are unable to speak for yourself because of unexpected illness, accidents or other unfortunate circumstances? The state will answer this question if forced too, but you are the best person to decide this matter. Take the time to answer this question today.
What does my estate plan need?
The answer depends on who you are and your circumstances, you may need:
- Last Will and Testament
- Beneficiary Deed(s)
- Power of Attorney
- Living Will
- Trust for the Benefit of a Minor
- Revocable Living Trust
- Irrevocable Trust
- Power of Attorney for Health Care
- HIPAA Release
- Designated Beneficiary Agreement


