Estate Planning, including Wills and Trusts
Powers of Attorney
Advance Health Care Directives
Do I need an Estate Plan? Yes. If you don't have an estate plan in place, your assets will go through a process called "Probate," subjecting your estate to excessive fees and expense. Whether your estate is large or small, without planning ahead, your assets may not end up with the loved ones you would want, but will be distributed to your heirs according to the rules known as intestate succession. Contrary to popular belief, your estate will not automatically go to the state if you die without a will. I can help you avoid the probate process while ensuring that your loved ones are provided for.
Estate Planning is especially important for young families in order to allow parents to protect their children by choosing a guardian. Without such planning, there is the risk that the child will be placed in the custody of someone of whom you would not approve.
It is also very important to designate someone to manage your assets and make health care and personal care decisions for you if you ever become unable to do so for yourself. For many, such “life planning” is the most important aspect of an estate plan.