Wills & Estate Planning

THE ESTATE PLANNING PROCESS MAY INCLUDE:

  • Advice regarding Estate and Probate laws
  • Preparation of a Will that maximizes the inheritance for your family
  • Preparation of family and testamentary trusts
  • Advice regarding your choice for an Executor, Trustee and /or Guardians
  • Preparation of Living Wills, Health Care Proxies and Powers of Attorneys
  • Advice regarding estate tax and financial concerns

Estate planning is an essential process for anyone seeking to secure a better future for their family. Without a Will or Trust, assets are distributed according to state law in the jurisdiction of residence of the decedent.  Planning your estate correctly will alleviate the stress on your loved ones during their difficult time of loss and so that there is no guessing as to what your intentions are.

One common misconception is that estate planning is only for the wealthy. It is, however, important for everyone regardless of financial status, in order to protect yourself and your assets, while also provy protect the assets that you’ve worked hard for.

Another consideration you may make would be to have documents in place to protect you in the event of an illness and if you are unable to make decisions for yourself.  A living will, health care proxy and power of attorney can be established to make sure that someone you trust can act for you, that your wishes are carried out and to ensure that you receive the care that you deserve and expect.

From drafting Wills and Trusts, to preparing for catastrophic heath events, Kelly Marie will examine your personal situation with sensitivity and careful consideration.  She will work with you to determine what is the best estate planning tool available in order to protect you and your assets and to provide for your future and the future of your loved ones.