Many people think that estate planning is only for the wealthy; that simply is not true. Estate planning is for everyone, whether young or old, whether wealthy or not. We say that because estate planning really is about maintaining your personal autonomy. You want to be sure someone you trust makes financial and health care decisions for you if you aren’t able to do so yourself. You want to be sure your estate passes, after your death, to people you choose. Whatever it is that you have, whether a lot or a little, you have worked hard to get it, and you want to be sure it goes to people you care about. What will happen to your “stuff” after you die – your house, your car, your retirement account, the money in your bank account, and even your prized collection of sports memorabilia or the antique car in the garage? Don’t you want to be able to say who gets that stuff and who makes sure it happens? That’s what estate planning is all about.
In order to get you there, we listen to what you tell us about your family, what you have, who you like, who you trust, who you don’t trust, who has “issues”, and who needs help. We take that information and put it into a series of legal documents that express your wishes clearly but in a required legal format that we know and understand.
You may be thinking why should I pay you to do this? I can go to the internet download forms, and fill in the blanks. Don’t do that! It is a big mistake! You are using a cookie cutter form that assumes one size fits all. You deserve better than that because you are you and not anyone else.
That’s why we spend as much time as needed to listen to you, understand you, understand what you want to do and make sure the legal documents are carefully and individually crafted to make sure it happens.