We take a holistic approach to estate planning
Why everyone needs an estate plan
As a parent, you naturally want to ensure the continued wellbeing and security of your children, even after you have passed away. To truly provide for your child’s future, it is crucial to have a strong estate plan in place. A will or trust can provide clear and detailed instructions for the distribution of your assets, minimizing any potential conflicts.
Additionally, a designated power of attorney can ensure that someone you trust will make important decisions regarding your child’s care and upbringing in the event of your incapacity. Taking these steps can bring peace of mind and ensure your children are well-cared for no matter what the future holds.
How we help you plan for their future
Ensuring your children are taken care of in the event of your passing is crucial.
Provide Financial Security
If the unexpected were to happen, you can structure your assets to be given out to your children. Without an estate plan, your assets have to be spent to set up trusts for your children, then anyone can be appointed a guardian for them. We can help you avoid this.
Choose the Best Option
We understand the importance of protecting your assets and ensuring your loved ones are taken care of. This is why we offer a variety of effective options such as wills, trusts, beneficiary designations, and powers of attorney. These tools can help you plan for the future and protect your legacy.
Protect Your Children
A proper estate plan ensures that your loved ones, especially your children, are taken care of and protected. By creating a solid estate plan, you can protect your assets and ensure that your wishes are carried out.
Find Peace of Mind
Planning ahead is a crucial step in ensuring the well-being of your children. By considering financial and legal matters beforehand, you can have peace of mind knowing that your child’s future is secure.
Let us help you set up your estate
What is a comprehensive estate plan?
Planning for the future is crucial for yourself and your family.
Wills
A will is a binding legal document that outlines precisely how you wish for your assets to be distributed and managed after your passing. This instrument allows individuals to determine their beneficiaries and designate exactly what proportion of their estate each person should receive. In addition to asset distribution, wills can also include directives for guardianship of minor children, funeral arrangements, and charitable donations.
Trusts
A trust is an estate planning tool that allows you to distribute your assets to your beneficiaries after your death according to your specific wishes. By placing your assets in a trust, you can also avoid the costly and time-consuming process of probate. This can provide peace of mind for you and your loved ones, knowing that your assets will be handled according to your instructions without the burden of court involvement.
Non-probate Transfers
By making use of this special designation in your estate planning, you can ensure that your assets are distributed according to your wishes upon your passing. These transfers, i.e. a TOD on your car title, or a beneficiary designation on your 401(k) avoid probate.
Powers of Attorney
Grant someone authority to act on your behalf through a power of attorney. Choose a trusted agent for managing personal and business affairs like bank accounts, bills, and property decisions. Be cautious in selecting your agent and their level of authority.
