What Is “Estate Planning?”

Estate planning is a way of legally organizing your personal and financial affairs so that your loved ones are ready to act on your behalf in case you die or become disabled.  Planning in advance for these unpleasant events makes it easier for people to take care of you and your needs and makes it easier for your property to pass to the people to whom you want to give it.  Additionally, if you have children, estate planning takes them into account.

Why is it important for us to guide you through estate planning?

Because, we have seen time and again over our years in practice that when a family member dies, their loved ones suffer.  And they don’t just suffer due to the grief of missing the person who died. They suffer because the person who died left things messy.

Messiness after your death (or in the event of your incapacity) means the people you love the most will be stuck cleaning things up, going to court, struggling to get a handle on things, and taking time away from their lives to do so.

Contact us today so that we can guide you through putting a plan in place so that you can sit back and relax, knowing that you have gotten all of this taken care of.  Don’t panic–Plan!

Who Do We Help?

Your Family Legacy Law Firm aims to provide personalized service based on what you and your family need.  Our approach is to listen to you to determine what aspects of estate planning are most important to you and which ones will give you the best protection from unwanted outcomes such as lengthy and expensive court procedures or from disagreements between family members.

Individuals

Everyone needs an estate plan.  If you die without a will, the court will appoint an administrator to oversee the distribution of your assets.  So whether you’re an Adult Student, a Professional or a Retiree or anyone over 65 years old – this is the right time to plan for the future.  You never know what tomorrow may hold.

Professionals

Doctors, lawyers, accountants or any professorial who is at risk of litigation for malpractice could benefit from protecting their assets. Let us work with you to immediately put in place critical asset-protection strategies.  It is absolutely vital to have these strategies in place before you ever need them.

Couples

Aside from having a baby, marriage is perhaps the event most likely to trigger people to put an estate plan in order.  We will help you learn the basics of estate planning and why it’s so important for you to do now that you’re married. Make sure your spouse is secure if the unthinkable happens.

Trustees and Personal Representatives

Have you been named as a trustee or a personal representative (executor) for someone else? Acting as a trustee is a big responsibility. Take it seriously and get the support you need to do the job right. We can help you get and stay organized, understand your responsibilities and fulfill your fiduciary duties.

Couples with Young Children

What would happen to your children if something happened to you or your spouse? Do you have a team in place, ready to immediately act to protect your children from foster care or a judge making decisions for them?  It is critical that you create a plan that protects your child legally and logistically.

Agent Under a Power of Attorney

Has your loved one named you as their agent under a Power of Attorney? Do you know what you need to know to wield that power with care and diligence? Your best bet is to get counsel on what that power means, what it can and cannot do, and how to use it wisely.