Everyone should have an estate plan, whether you own houses in every state or just the clothes on your back. The types of documents and planning most beneficial to you, and their complexity and contents, will vary with your needs and circumstances. An estate plan helps ensure that your wishes are followed and your family is taken care of when you die or become incapacitated. An estate plan is not just about disposing of assets; it is about deciding how you will be cared for if you can no longer care for yourself; it is about deciding who will care for your kids, if you can no longer do so; it is about providing for your spouse or partner when you no longer can.
An estate plan does not have to be complicated. In fact, it should minimize complications, now and when you really need it. Memorializing your wishes now can save you and your loved ones a lot of time and heartache down the road. When you plan for the future by creating your estate plan, you're preventing your family from having to guess at what you would have wanted, avoiding misundertandings and conflicts (and therefore court and attorney fees), and ensuring that your estate benefits and is controlled by the people you choose.
Together we will create a Will and/or Trust, Powers of Attorney for Health Care and Property, nominations for a Guardian and/or Conservator, where applicable, and determine the best way to plan for any applicable tax consequences, all tailored to your wishes and individual circumstances.