I believe estate planning is about more than just what assets you want to leave to certain people. I also understand that there is a lot of fear surrounding the process. Dealing with issues concerning death and incapacity can, understandably, cause a lot of people anxiety. For those reasons, I see estate planning as life planning. It’s a time when we can look at our life and assess what is working and isn’t working for us. That means this can be a time when we make some much-needed changes to our lives. When I discuss estate planning tools with my clients, yes, we need to think about death, but there are ways to do this that can reduce our fear about it. I work with my clients to make this a positive experience, one that enriches their lives. Along with discussing fear, life goals, and other issues, like dysfunctional families, I will discuss the nuts and bolts of estate plans. I make sure that my clients understand the documents and the choices they have with each document. I work with individuals, couples, and families who have small to medium size estates and assets. We discuss the plan that works best for you and that includes one that fits into your budget. I am not a tax attorney so I do not render tax advice.
Contact me today to discuss the best plan for you and your family.