Estate Planning
Estate Planning is a fancy way of saying who will get your assets and how after your lifetime. Of course, you get to decide these things, but it is essential to be careful and thoughtful. Understanding how different situations and decisions you make will affect your plan is critical. When you talk to an estate planning attorney, you will be asked questions about the assets you own, whom you want the beneficiaries to be, and whether the assets are distributed right away or over time. All this information will help you decide what documents must be drafted to accomplish your goals.
What to Expect
You will be asked for all sorts of personal and confidential information that you may be slightly uncomfortable providing. Still, this information is necessary to give you the best possible advice. We want you to accomplish your goals for the disposition of your assets to your loved ones after your lifetime, and this information is needed so we can fully understand and help.
Why Choose Us
Our job is to educate you about the options, opportunities, and choices you have about creating a plan to affect the change you want to make after your lifetime, and we will walk you through the whole process. We talk about hard things and ask you to think about things most people want to avoid thinking about. We will do everything we can to make this process make sense and then send you out more confident about how all this will work after your lifetime. That being said, rest assured that if needed, your plan can change in the future, which is entirely understandable and very common.
You may come with the notion that you need a specific estate plan. But, once you receive very personal and relatable education and information, you may decide on a different type of estate plan. You will learn about your options and how to implement your estate plan through various steps and tools. While you may think you need a simple will, you might need more due to the amount or type of assets you hold. Conversely, you may think a trust is what you need, but in reality, you only need a well-prepared will.
What is the Next Step
Reach out to our office via phone, and you can start today. Our staff will ask you a few questions and then send you a questionnaire so we can get an excellent idea about the particulars of your case. When the questionnaire is returned to our office, it will be reviewed, and an appointment can be made for your initial consultation with the attorney. Please note that there is a charge for the consultation. After the consultation and payment receipt, a legal action plan will be executed as appropriate in your situation.
