Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. The ultimate goal of estate plan is determined by the specific goals of the client.
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Protecting your family and your assets
A comprehensive and up-to-date Estate Plan is critical to have in place to protect you and your family. Here are some of the benefits:
#1 You decide who gets your assets
So, you don’t have a Will? No big deal, right? Wrong! Without a Will state law dictates who gets your assets. This is true even if you have already told friends and family which assets you want them to have when you die. Regardless of how much or how little you may have, make sure your wishes are known by creating a Will.
#2 Takes care of your children
Who will take care of your minor children if something were to happen to you? Without naming a Guardian in your Will, a judge will make the decision as to who will have the care, custody and control of your children and the inheritance they receive. Often times this can cause family turmoil, as different family members fight for custody of the child. The only way to let your wishes be known is by naming a Guardian in your Will.
#3 You can avoid Probate
Ask anyone who has dealt with the death of a family member who didn’t have a Will or Trust in place, and they’ll tell you how frustrating, time consuming, and expensive it is to get everything sorted out. By creating a Revocable Living Trust and transferring your assets to it, you can save your family the time and expense of the probate process.
#4 Who makes healthcare and/or end-of-life decisions for you ?
With a Medical Power of Attorney and Living Will –Advanced Directive, you can decide who will make healthcare and end-of-life decisions for you, if you are unable to do so for yourself. Without this document, your loved ones will have to petition a court to be appointment to make these critical decisions
The estate planning solution for clients:
Premium Estate Planning Package with Probate Avoidance (Living Trust)
1. Will (Including trusts for children/grandchildren)
2. Power of Attorney
3. Medical Documents
4. Living Will/Advance Directives
5. Healthcare Surrogate
6. HIPAA Authorization
7. Probate Avoidance Living Trust (Includes guide for funding your Living Trust)
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