Estate Planning: Wills & Trusts

Securing your family’s financial future in uncertain times.

During these challenging times of the COVID-19 pandemic, having an estate plan may be at the forefront of of your mind. Having your affairs in order, ensuring that your loved ones are protected, is one of the most compassionate things you can do for yourself and them. Certain high-risk groups, such as medical first responders and the elderly or others at high-risk may be even more motivated to update existing plans or establish estate plans for the first time that accomplish their goals.

It is a common misconception that only those with significant assets need a will or trust. This is simply not the case. In order to avoid probate court, I always recommend couples executing reciprocal or “I love you” wills to give each other the peace of mind that if the worst happens, they will have peace of mind to know their affairs are in order.

Developing an Estate Plan can also assist in preparing for various other scenarios that most people do not think of. Some of these scenarios include but are not limited to: Care for your pet(s), gifting special items to specific individuals, donations to charitable organizations, control of funds designated to individuals for a specific length of time, and more.

Wether you need your estate plan updated or established for the first time I currently offer estate planning services for estates less than $2 million dollars. My estate planning package for couples includes the following documents:

  1. Last Will & Testament
  2. Living Will
  3. Durable Power of Attorney
  4. Heathcare Surrogate Form
  5. Cremation Authorization Form

If you are in need of estate planning services, please contact my office for an intial conslutation so we can discuss your goals.