Estate Planning can have different meanings and may infringe on multiple different areas of law. However, the one thing an estate plan should be is comprehensive. This depends on two factors: the forthright disclosure of all assets and circumstances by the client(s) and the experience, knowledge, and skill of the attorney receiving that information. Usually, this entails planning for those big “what ifs” or “what happens” that no one likes facing. Common questions we hear are: What happens to my stuff after I die? Or, what if I become incompetent? No matter what your questions are, one of our experienced Estate Planning Attorneys at Peterson Law Group can help you create a clear, effective, and comprehensive Estate Plan to address them.
Estate Planning includes four simple documents most people are familiar with...
- A Will to distribute your assets after death,
- A Durable Power-of-Attorney to nominate someone(s) to handle your financial affairs,
- A Health Care Surrogate to designate someone(s) to make important medical decisions should you become incapacitated,
- A Living Will to declare your intentions regarding life prolonging medical treatment.
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Some clients may also benefit from including more complex documents in their Estate Plan, like a Trust or a Real Estate Deed. But the options do not stop there. Other documents that can be implemented into an Estate Plan include: Revocable Trust, Irrevocable Trust, Qualified Income Trust, Special Needs Trust, Medicaid Trust, Advanced Directive, Life Estate Deed, Enhanced Life Estate Deed, Ladybird Deed, and Pre-need Guardian Designation.
At Peterson Law Group, we will take the time to understand what you need from an individualized Estate Plan so we can provide to you the most cost effective and efficient recommendations, and we have the experience and tools to do it. If you want to find out what you need to simplify it all for you and your loved ones, call us today to schedule a free consultation with one of our qualified Estate Planning Attorneys.
