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Estate planning is for everyone, not just the wealthy, the aging, or the ill. Life is unpredictable and anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provides for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or eliminate estate taxes, and provide for charitable organizations.
I meet with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. This may include wills, trusts, powers of attorney, advance medical directives, guardian nominations for minor children, or a combination of these, depending on client needs and goals.
Once their estate plan is in place, my clients enjoy peace of mind knowing they have provided for themselves and their loved ones if an unexpected crisis occurs. As goals and circumstances change, my clients are confident knowing they have a solid foundation to build on.