Your estate plan isn’t meant to be like anyone else’s plan. Instead, you have to think about your unique circumstances to decide how you are going to handle each matter. It is important that you work on this plan with the goal of having a comprehensive plan that doesn’t leave any room for questioning what is supposed to happen.
We know that you want to make sure that your loved ones are taken care of after you are gone. There are many ways that you can make this happen. We will take the time to discuss your goals and find ways to make them happen. We want you to feel comfortable with your estate plan.
You should be prepared to review the estate plan periodically. This ensures that it always reflects your current wishes. An out-of-date plan won’t provide any protections for your loved ones. Instead, it might cause strife, cost them money and leave out individuals you wanted to inherit something from you.
When there are big changes in your life, such as when you get married or go through a divorce, you need to update the estate plan. The same is true if you have children or if your children make the transition into adulthood.
We realize that thinking about your death isn’t always on the top of the list of things you want to do, but creating your estate plan doesn’t have to be a huge chore. We are here to walk you through the process, help you understand the options and ensure that you have the legal tools to protect your family when you can’t do it for yourself.