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Something bad happened..... what if you became sick or were in an accident and are
now incapacitated and unable to
handle your affairs. What documents or permission slips do you currently have in place at
all the companies where
you do your money-business, therefore relieving them of the liability to allow
your spouse or adult child, business partner, or trusted friend to perform the needed duties? Planning for possible incapacity is not the same as planning for a time when you are gone! Both are important. Both are needed. Estate planning documents cover both possibilities. Have you been told that you don't need a trust? Perhaps that's true... or is it possible there is another reason why you have been told that you don't need one? No one is promised tomorrow... Many individuals, families and business owners procrastinate this very important area of planning. We are humans and have the gift of optimism... believing that everything will automatically work out. As a planning example, are you aware that a Durable Power of Attorney may only be valid if it has already been accepted ahead of time by the firms you have in mind? The common thing we hear when someone speaks with us is "I know we need to get this done" ...and when it's complete, "I feel so much better". None of us are promised tomorrow. You will be surprised how easy the process is after it's complete. Most of our clients are pleasantly surprised that the cost is much lower than they imagined. Don't let the perceived high cost or lack of time get in your way of planning. We can show you that not planning will cost much more in the future than just getting it done now. If you don't get these documents in place before a situation arises, someone will have to step up to the plate, along with an Attorney, a lot of court time, and cost to get these important documents in order. Which way do you think would be more expensive?  We offer you affordable estate planning in a comfortable setting. We will walk you through the process. We are not attorneys; we work with attorneys as well as state approved document preparation firms who prepare the documents, and we assist along the way. It's probably your first time creating an Estate Plan or settling an estate... we can help. |
