Get your estate plan ready before the busy holiday season

Get your estate plan ready before the busy holiday season

As the holiday season approaches, most people want to focus on the fun aspects of this time of year. There is one task that all adults should complete now that can ensure their loved ones have one of the best gifts of all – a plan for what happens to their assets when they pass away. Your estate plan is a set of documents that does this, as well as a few other tasks.

We know that you might not want to tackle this right now, but you will probably enjoy going into the season with the plan in place. Come the first of the year, you won’t have to worry about finding the time to do it. We are here to help you get everything together so that you can ensure your wishes are clearly outlined in a legal manner.

While the distribution of assets is one of the most important components of the estate plan, these might not all be assigned in the will. Many people opt to use trusts to accomplish this task. We can discuss your goals for the assets and work with you to ensure they are being placed in the correct type of trust. There are many to choose from, so make sure you consider each option that is appropriate for your needs.

Be sure that you also include plans for what will happen if you become incapacitated and can’t make decisions for yourself. Setting up powers of attorney that will go into effect only if this happens can help you to be sure you have someone to handle your affairs if you can’t take care of these on your own. We are here to help you get this established, as well as any other estate plan components you need to realize your goals.

Recent Posts

Request A Consultation

Fields Marked With An “*” Are Required

I Have Read The Disclaimer*
This field is for validation purposes and should be left unchanged.