Estate Planning

Why do you need an Estate Plan?

Everyone needs an Estate Plan, and the government makes sure everyone has one. 

If you want that plan to be specific to your family's needs and concerns, then it is important for you to design your own Estate Plan.   

If you do not care about how your estate is distributed, you can keep the government designed Estate Plan - called Intestacy.   

  • Intestacy means that strangers (the state, Lawyers or individuals that don’t have your best interests in mind) could determine what happens to your estate.

What is an Estate Plan?

An estate plan is a set of legal documents that outline how you want your assets to be managed and distributed after your death. It can also include instructions for your medical care and end-of-life decisions if you become incapacitated.

Why is an Individualized Estate Plan Important?

  1. To ensure that your assets are distributed according to your wishes: An estate plan allows you to specify who will receive your assets when you die, and in what proportions. Without an estate plan, your assets may be distributed according to state law, which may not align with your wishes.

  2. To minimize or avoid probate: Probate is the legal process of distributing a person's assets after their death. It can be costly and time-consuming, and it can also be a source of conflict among family members. An estate plan can help avoid probate by specifying how your assets should be distributed and by establishing trusts or other legal vehicles to hold and manage your assets.

  3. To protect your loved ones: An estate plan can help protect your loved ones by providing for their financial security after your death. For example, you may want to set up a trust to provide for a child or grandchild who is too young to manage their own finances.

  4. To protect your assets: An estate plan can also help protect your assets from creditors, lawsuits, and other claims. For example, you may want to set up a trust to hold your assets, which can provide a layer of protection against creditors.

  5. To make your end-of-life decisions known: An estate plan can also include a living will or advance healthcare directive, which allows you to specify your end-of-life medical care preferences in the event that you become incapacitated. This can help ensure that your wishes are respected and that your loved ones are not left to make difficult decisions on your behalf.

Overall, an estate plan is an important way to ensure that your assets are managed and distributed according to your wishes, and to protect your loved ones and your assets.

What We Can Do For You

Our Estate Planning service is $1,995 one time with unlimited* revisions and restatements, is available in all 50 states and includes:

  • Revocable Living Trust

    • Income Only Option

    • A/B Trust Option

    • Spendthrift Provisions

    • IRA "Look-through"

    • Optional Sub-Trust for Children

  • Certificate of Trust

  • Last Will & Testament

  • 24/7 Account Access

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will

  • Advance Directives

  • Online Funding Kit

  • Unlimited Funding Letters

  • Online Document Vault*

  • 1st year account subscription included ($29.95 value)

*Unlimited access to make changes and restatements with an active account.  Data in accounts that have lapsed or are inactive for over a year may be archived and/or deleted.

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