What is Estate Planning?

Estate Planning is the process of planning for what will happen to you and your assets in the event of incapacity or death. This includes the use of wills, trusts, deeds, patient advocate designations, and power of attorney documents. Almost everyone can benefit from an estate planning consultation, even younger people and people who don’t think of themselves as having many assets.

Family takes many forms, and planning is especially important for blended families, LGBTQ families, unmarried couples, and single people who have friends that they consider family. A well thought out estate plan puts you in charge.

Power of attorney documents designate a friend or family member to make your medical and financial decisions if you were incapacitated. These documents are helpful for anyone at any age, including college students.

Preparing your estate plan is an easy and painless process. It can be completed with just a couple of phone calls or meetings, and all documents are drafted with your specific goals in mind. Give me a call and we can discuss what documents might be helpful for you.