Estate Planning

You under­stand that you need an estate plan. But like many of your friends, you\‘ve been pro­cras­ti­nat­ing because estate plan­ning is unpleas­ant to think about. I am here to help. I will tell you every­thing that you need to con­sider when set­ting up your estate.  I will pre­pare all of your estate doc­u­ments for you,  which include at least a will, health care proxy, liv­ing trust and a durable power of attor­ney.  The sooner you get your estate plan com­pleted, the quicker you will feel cer­tain that the peo­ple who you love will be pro­vided for.

Estate plan­ning is sim­ply the process of dis­pos­ing all of your assets after you die.  Who needs to think about it?

• If you have chil­dren under 18;
• If you own property;
• If you want to main­tain con­trol of your health care and finan­cial decisions.

Once you begin your estate plan­ning, you will understand:

• Why you need a will;
• The advan­tages of hav­ing a liv­ing trust;
• The pro­bate process and why you want to steer clear of it;
• How to pro­tect and pro­vide for your children;
• Why you prob­a­bly don\‘t have to worry about estate taxes;
• Why you need a retire­ment plan.

Estate plan­ning is a great thing to do for your fam­ily.  Con­grat­u­la­tions on even think­ing about it.

For more reading:

• New York Ques­tion­naire for the Admin­is­tra­tion of an Estate
• Nam­ing some­one in your Will to Care for Your Minor Children

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