Trusts aren’t just for the rich. A Trust helps transfer titled assets after you die without having to go to court. Yes, a will can transfer ownership of something you own but will require one or more visits to Probate Court.
Advanced Directive is a fancy name for a document that spells out your wishes regarding your own heath. Do you want life support beyond a certain point? Do you want to remain hooked up to machines past a certain point. You get the idea.
A durable power of attorney should be a part of everyone’s preparations in estate planning. This document allows another individual to help with managing your assets when you aren’t able. This doesn’t mean you have to have a mental illness for this to apply. This document works in the event you are in an accident or situation that you can’t act and need someone to help move money around or even pay bills. It gives the individual the ability to take care of you when you can’t.
Wills are important. However, a will should be a fall back and not the first line of defense or handling property after you pass.
Estate planning is not just for the rich and famous. Estate planning does not have to be expensive. Estate planning is much more than just having a will.
Yes, we can and will prepare an estate plan for you and your family. Call for an appointment 405-285-8775
Don’t procrastinate. Your family deserves to know your wishes when something happen to you now or later in life. Have you thought about who is to make decisions regarding your assets, your kids, your medical issues. Come see us. It’s not as expensive as you think. I guarantee it cost less than going through the court probate system.