Estate Planning

family meeting for estate planning

Most people are in significant denial when it comes to estate planning.

But, planning provides peace of mind for you and your loved ones with respect to a broad range of issues.

I want you to consider these possible planning matters:

  • Who will handle your financial matters in the event of a disability?
  • Who will make your medical decisions if you are unable to do so?
  • Does a trust make sense for the management of your assets?
  • Do you own an interest in a business that must be addressed?
  • Do you have minor children?
  • Do you have a blended family?
  • Are you concerned about certain family members inheriting assets?
  • Do you have a financial plan for your future needs?
  • Do you have family arrangements in place to help you “age in place”?
  • Are there charities you wish to benefit?
  • For your Will, who should be your Executor?
  • Do you have a reason to include a trust in your Will?
  • Are your beneficiary designations in line with your estate plan?
  • Are your assets titled in such a way that makes sense for your estate plan?
  • Do you have concerns about burial arrangements?
  • Are you planning on organ donation?

And, more . . . it can seem overwhelming, but let’s just get started.

Procrastination and denial can sneak up on you at the worst time! We will be discussing estate planning on January 21 at 6pm with Ruth P. George, Esq.

We have limited space available, email us or give us a call at 204-8369 to reserve your spot. No obligation for participants, just come to gain information about Estate Planning.

Content courtesy of Ruth P. George, Esq.