Are you married? Do you own real property? Do you have minor children? Do you have a pension, retirement account or investment accounts? Do you want to make sure someone in your family gets that personal item or conversely do you want to make sure a family member does not take from your estate? Do you want to make sure the government does not take all of your property and estate? If you answered “Yes” to any of these simple questions you need to have an estate plan.
Our office will sit down with you to plan out your estate. All trusts include a “pour over” will, standard powers of attorney and if requested medical powers of attorney. We will discuss your desires after you pass and establish a path to ensure that those desires are actually followed with those charged to distribute your estate.