PLAN FOR YOUR FAMILY'S FUTURE

Every year, you intend to make it a PRIORITY that you will get your estate plan done so you can cross it off your TO-DO list, but you procrastinate and it never gets done. That’s where our firm can help.  Answer a few simple questions on a client intake form and the process will be quick and easy. Make the contact and we can get started and this worrisome task completed and give you piece of mind. 

· How do you want to be remembered?

· Have you written a Will or named a guardian for your children?

· How will your assets pass to your family?

· Do you have powers of attorney covering both health and financial issues?

· Should you make gifts during your lifetime? Do you want to give anything to charity?

· Have you considered how you will transfer your business ownership and to whom?

· Do you anticipate any significant changes in your total income in the future (special bonus/inheritance)?

· Do you feel your current planning will allow you to achieve your goals?

Having an estate plan ensures that the assets you have spent a lifetime accumulating go where you want them to go when you die. It also ensures that a smooth transition for the loved ones you leave behind by providing a map to avoid the legal and financial hurdles if there is no plan. Finally it avoids confusion among your heirs when your instructions are detailed in one place. 

· A Durable Financial Power of Attorney

· A Durable Healthcare Power of Attorney

· Advanced Directive or Living Will

· A Trust

· Business Succession Planning (if you own a business)

· A plan to offset future estate taxes