Will you wait or will you plan?
Well, you’re here. So we’ll assume you’re more of the responsible planner type.
Good for you for doing the hard thing sooner to make the harder thing easier later.
When you wait…
When you wait…
More expensive
More time spent
More stress
More strain on relationships
More confusion
More uncontrollable outcomes
When you plan.
When you plan.
More money saved
More time back
More clarity
More control
More certainty
More peace of mind
Estate Planning
The legal process of creating a proper estate plan for your family. The estate plan is a set of documents that control your financial, medical, business, and family affairs. It consists of documents that dictate how your wishes should be carried out and how your assets should be distributed at death. Estate planning documents can consist of a: Power of Attorney, a Will, a Trust, a Healthcare Directive, a Living Will, and many other documents.
Probate Administration
The legal process that takes place following someone’s passing. This is the court process of validating a will if you have one in place. However, it can also take place if there is no will. Additionally, this process is used to determine heirs of your estate, transferring assets to the beneficiaries/heirs, investigating will contests, and determining creditor claims.
Trust Administration
The legal process of managing the assets in a trust, notifying beneficiaries of changes in assets, filing proper tax returns, and distributing trust income and property.
Guardianship/Conservatorship
The legal process of appointing a person to make decision for a minor or an adult who has been deemed incapacitated.