Estate planning is a process of getting things organized. Like all plans, the amount of work depends on what your goal is, and how organized you are at the beginning.
To those of you who have trouble staying organized, or have a big goal to accomplish, this may sound complicated and scary, but it doesn’t have to be. Our goal is to come alongside you and give you the help you need, no matter where you are in the process of estate planning.
If you’re just starting out with estate planning, read up on wills & trusts: it’s important to have a will. If you don’t, your assets may not go to the right people when you pass away. A trust is like a will, but may be effective during life as well as after death.
Lifetime planning topics include powers of attorney (to appoint someone to make financial and other decisions for you while you are living), healthcare advance directives (also known as a living will and healthcare surrogate designation), and life estate deeds (which allow for an automatic transfer of ownership to a beneficiary after death).