Family Estate Planning ServicesWhile nobody wants to think about death or disability, family estate planning is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.

What goes into family estate planning?

Every plan is different, just as every family is different.  Your family estate plan should reflect your current circumstances as well as your hopes for the future. At a minimum, most estate plans include the following documents:

  1. Last will and testament for each adult family member
  2. Financial power of attorney authorizations
  3. Medical power of attorney authorizations and advance directives
  4. Life insurance plans and financial documents

In some situations, the family estate plan will also include:

  1. Trusts for young or disabled loved ones
  2. Letter of intent giving instructions for the care of a loved one with disabilities
  3. Charitable gifts
  4. Tax planning
  5. Business succession plans
  6. Guardianship/Tutorship requests
  7. Trusts for the preservation of family assets for future generations.

We can help you design a plan to reach your goals. Schedule a Family Estate Planning Session now.