Planning For Everyone You Love And Everything You Have
Do You Really Know?
Are you fully acquainted with the legal and financial implications that would transpire for you, your loved ones, and your assets in the event of an unforeseen circumstance? In the event that your existing estate plan is outdated, there is a risk of your assets being subject to the state department of unclaimed property or an avoidable and public court proceeding.
Should you not possess an estate plan, it is important to note that your state has a default plan in place, which may not align with your preferences or intentions.
Here's the bottom line: If you're unsure about the potential outcomes for your loved ones and possessions, it's crucial to take the first step and explore the legal and financial scenarios. This way, you can make an informed decision about whether the current state of your affairs aligns with your preferences.
How Do We Help You With Estate Planning?
We meet together for your Life & Legacy Planning Session where the sole purpose is to get you more informed.
Before your Life & Legacy Planning Session, you will complete your Life & Legacy Inventory & Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we will design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.
For people with additional needs, we provide advanced estate planning services.
“Can I DIY My Estate Plan?”
We get this question all the time.
Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is more than just word processing.
You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.
This is not estate planning; this is more than a “search and replace” of your family's name and then the hit of the “print” button.
We Are Professional Estate Planners
We will educate you and take the time to get to know you, your family, your concerns, your goals and your issues.
Attorney Scott Lynett, Esq. will gladly and patiently answer all your questions to design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.