Estate Planning
I strongly believe that each and every client has unique
estate planning needs that are particular to his or her own
situation and I draft estate planning documents accordingly.
Please note that an estate plan is often an important
component of Medicaid planning.Easy and Affordable Estate
Planning for Young Families
Recent surveys indicate that less than 50% of parents with
school-aged children have a will. This is a frightening
statistic in light of the guardianship and money management
issues that arise when parents of young children pass away
unexpectedly.
Most parents agree that signing wills is a tremendously
important and responsible thing to do. Nonetheless, most
parents find themselves procrastinating on this issue. Surveys
indicate that there are primarily two reasons for this; the convenience factor, and a perceived high cost.
Convenience
For many young families, the thought of having to coordinate
two busy schedules and lining up a babysitter for the kids
while they go visit with an attorney is enough to cause
families to put off their estate planning indefinitely. But I
have three young children of my own and I fully understand the
daily logistical challenges of a young, active family. So I am
willing to make good, old-fashioned “house calls” or “work
calls” to avoid the need for a babysitter. I am also happy to
meet with you in the evening and on weekends, so that work schedules are not an
issue.
Cost
The anticipation of an enormous bill for estate planning is no
longer a reason to delay estate planning for your family. I
understand that young families have tight budgets and that
reality is factored into my fees. And remember that there is
never a charge for the initial consultation.
Comprehensive Estate Plans
Regardless of your age, I can establish a comprehensive estate
plan for you whether your goal is to minimize (or eliminate)
your estate tax liability, avoid probate upon death, or to
create trusts and appoint guardians for your minor children.
The estate planning documents that I can provide include:
- Revocable (“Inter Vivos”) Living Trusts
- Last Wills and Testaments
- Powers of Attorney
- Living Wills
- Advanced Medical Directives
- Credit Shelter Planning
- Trusts for Minor Children or Grandchildren
- Irrevocable Life Insurance Trusts
- Quitclaim Deeds
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