Do you know what you really need for your estate plan?

  • Do you have a Will or other estate plan already?
  • Do you have a Durable Power of Attorney and a Medical Power of Attorney for those times when you are unable to speak for yourself?
  • Do you have a Living Will?

And if you think that is all, consider this:

  • Do you have children or pets that others will know how to take care of?
  • Does your estate plan include what happens to them in case of emergency or death?
  • Does your estate plan include how to financially take care of them and who will be responsible?

And what does happen if you cannot take care of your business or bills? Who will?

To help you answer some of these questions, we have a special FREE publication, Tying a Net, that you can download and fill out on your own. However, if the answer to any of these questions is still “I don’t know!” after you read our blogs on Wills, Disability, or Probate, or after reading our free publication Tying a Net, call for a free consultation and let us help you understand it all and give you and your family peace of mind.

Scenario 2

The story is real. Can you shortcut around probate by simply giving your children everything now? Do you really want to?

Estate Plan Special – May 2017

Do a full estate plan,* get 15% off if at least one other adult family member of same or next generation (e.g., sister, brother, son, daughter etc.) also does an estate plan.** Other family members can also get an estate plan within 60 days for 10% off.*** *$500 value...

Probate – Things Left Undone

Probate.  It has a really bad reputation.  You’re supposed to avoid it at all costs, right?  Not necessarily.  You always need a wise estate plan, but if your only concern is avoiding probate, you may end up with a plan that really is not the best one for you. So what...

Disability – Long Term Problems

We don’t like to think about ourselves or our loved ones becoming disabled.  However, it is becoming increasingly likely that disability will directly touch our lives.  A good estate plan helps to prepare for disability.  It can maximize the value of your money spent...

Wills – The State’s Plan or Yours?

We tend to think that preparing a Will is like preparing to die, and therefore we put it off.  Or we think it is just about the “stuff” we own and figure it isn't worth enough to justify the time and expense of an estate plan.  Many think that estate planning is only...