Five Steps to a Successful Estate Plan

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1.) Think about the following:

a) The important people in your life

b) The assets that you own, how you own them, and their value

c) The plans you would like to make for the people in your life and the distribution of your assets

2.) Evaluate your current Estate Plan. Is your current Plan outdated?  Do your legal documents still reflect your current objectives, or have changes occurred in your life, the lives of your loved ones, or in your assets?

3.) Design a Estate Plan and prepare a comprehensive set of legal documents tailored to meet your objectives.

4.) Implement your Plan by executing a comprehensive set of legal documents and rearranging the title to your assets, as needed, to avoid probate and tax liabilities.

5.) Review and Update your Plan and legal documents every three to five years, or as changes occur in your life, the lives of your loved ones, or in your assets.

Estate Planning Services include:

  • Wills
  • Living Trusts
  • Asset Protection Planning
  • Tax Minimization
  • Probate

Elder Law Services include:

  • Guardianships
  • Conservatorships
  • Powers of Attorney
  • Long-Term Care Planning
  • Medicaid Applications
  • VA Pension Planning

 

 

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