Estate Planning


 

Yes, You Need Estate Planning.

Estate planning is not just for the elderly and the wealthy. It is for absolutely everyone over the age of 18.

 

The Basics:

Wills & Trusts, Advanced Care Directives, Conservatorships & Guardianships, and Powers of Attorney.

Discussing arrangements for your estate and children after you’ve passed, or the medical treatment for you or an ill loved one, can be especially difficult. We understand the sensitivity of the process and will work with you to make sure your family is provided for so you leave our office with peace of mind.

To start the process, schedule a meeting with our team using the link at the top of the page. During your visit, we will discuss your estate needs and customize a plan for you. Here are a few common questions we will cover:

 

Wills & Trusts:

  • Who will raise my children if I don’t have a will?
  • How do I make sure my adult children (or the guardian of my minor child) are responsible with their inheritance?
  • Can I prevent my son-in-law or my daughter-in-law from accessing an inheritance left to my child?
  • How can I make sure my ex-wife or my ex-husband doesn’t end up with a portion of my estate?
  • When should I talk to my business partner if I’m leaving my share of the business to a family member in my will?
  • If I leave an inheritance to my loved one who is receiving social security or Medicaid, will they lose their state benefits?

Advanced Care Directives (living will)

  • What is the difference between a will and a living will?
  • Can my power of attorney override the decisions I have made in my living will?

Powers of Attorney:

  • How do I obtain a power of attorney for a parent?
  • What happens to my business if I am no longer competent to make decisions?
  • Are there limits to the powers I grant in a power of attorney?

Conservatorship or Guardianship

  • My parent doesn’t have a power of attorney and now they are ill and no longer competent to sign a power of attorney. How can I help manage their healthcare and assets?
  • Now that my child with special needs has turned 18 years old, their doctors will no longer communicate with me. How can I maintain control of my adult child’s healthcare and manage their assets when my child is not able to handle these things on their own?
  • The power of attorney for my loved one is not doing their job. How can I take their power of attorney’s place and make sure my loved one is properly cared for?