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Why Do I Need an Estate Plan?

An estate plan takes care of you and your loved ones. It is truly a gift to the people you care about.  If you do not plan ahead, the state may make crucial decisions for you. Decisions you would not have elected.  Estate planning helps protect you and your loved ones while addressing questions like:

  • How will your assets be distributed when you pass?
  • Who will care for your children if you cannot?
  • Can you place assets in the hands of loved ones quickly and efficiently?
  • Who will manage your finances and make healthcare decisions for you if you cannot?

How Does an Estate Plan Help My Loved Ones and Me?

With proper estate planning from a professional firm such as The Estate Planner, you can avoid lengthy and expensive probate in the courts, and ensure that your assets pass to your loved ones in a manner that is fast, inexpensive, and private. You can also appoint a guardian for your minor children and set up plans to protect their inheritance.

An estate plan can include powers of attorney (both financial and healthcare) that help protect you if you are incapacitated. These powers allow you to appoint the individuals you want to be in charge of your finances and healthcare in the event you are unable to make decisions for yourself.

The right estate plan can provide creditor protection, charitable bequests and planned giving, and save on taxes and other expenses.

What is Typically Included in an Estate Plan?

We work with our clients to prepare a comprehensive, unique estate plan which may include a trust, a will, a health care and financial power of attorney, an advance directive, HIPAA release, and other important documents.

What is the Best Estate Plan for My Family and Me?

That depends on your situation and your needs. The Estate Planner will tailor your Estate Plan – whether Trust or Will-based – to meet your specific, individual needs. We work hard to ensure your wishes are met. Your Estate Plan should protect your estate, your loved ones, and yourself. Planning for peace of mind – that’s what we do.

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