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Comprehensive Planning

Three common goals of comprehensive estate planning are to ensure that your loved ones don’t drown in the expenses of probate, reduce family discord, and provide the terms by which your named beneficiaries will receive their inheritance. We take the time with each client to discuss their financial assets, health care needs, as well as family dynamics. We want to know about your life before crafting a plan that’s just right for you. And while planning for the inevitable may feel daunting, finally taking the time to create a plan for yourself will undoubtedly bring relief.  We are here to help!

These three initial steps will get you started on the path to more restful sleep:

Step 1:  Assess Your Assets.

The first step in preparing your plan is to make note of your entire estate. It’s important to create a framework from which you can begin the process of deciding how you want to structure your estate plan. We will provide you with an worksheet and depending on your responses, we can guide you on the best approach to the documents you might need and how your assets fit into your plan.

Step 2:  Choose who will inherit.

This brings us to the next question: who would you like to inherit your assets when you pass away? Make sure to take the time to think about who you want as your beneficiaries. In the event of an untimely death, the most important thing is to ensure that your family is well-taken care of and that your children and your assets are protected. We help you do that.

Step 3:  Choose Trusted Fiduciaries.

The executor of your will oversees your affairs and makes sure that your last wishes are carried out. The trustee of your trust is responsible for overseeing your trust estate. You are also able to name someone to make your health care decisions should you become unable to do so as well as nominating a guardian for your minor children.

These first steps will get you started to create a comprehensive estate plan that will protect you and your loved ones and all that you have worked so hard to protect.

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