When a “Simple Will” is Not-So-Simple
Many people think all they need is a “simple” will. But more often than not, a simple will is not adequate to meet the needs and desires of our clients.
Making plans for what you want to happen in the event you become disabled or pass away is never pleasant. Throw in discussions of complex tax consequences and legal jargon and, well, it’s no wonder people procrastinate in making an estate plan.
We understand that you want to get your affairs in order as quickly and painless as possible. But a “simple will” might not be the best fit for you and your loved ones.
When it comes down to it, many people are unsure of what they really need in their estate plan. Schedule an Estate Planning consultation* - so you can get professional, legal advice tailored to your individual situation.
Our Estate Planning Attorneys can help you understand & think through:
Wills and the probate process
The benefits of a living trusts
Taxes: how to avoid them or pay less
Choosing a guardian for your minor children
Living wills, powers of attorney and advance medical directives
Marshaling and protecting retirement assets
Keeping your money “all in the family” for children from a previous marriage
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