|ESTATE PLANNING & WILLS
We don't "sell" documents.
We work with you to provide peace of mind!
The biggest misconception most people have is that all they need to do is get a will to ensure that their assets will go to their loved ones in the event of their death.
But today, many of people's most valuable assets don't even go through their will!
If you have life insurance, retirement accounts (such as 401(k)s and IRAs), jointly-titled assets, variable annuities, or assets designated as "POD" (Pay on Death), "TOD" (Transfer on Death) or "ITF" (In Trust For), the fact is that YOUR WILL DOESN'T DETERMINE WHO GETS THESE ASSETS UPON YOUR DEATH!
Almost any lawyer can draw up a will. But unless your assets are extremely minimal, what you really need is an experienced estate planning lawyer who goes through the full estate planning process with you, making sure that ALL of your assets are coordinated with your estate plan to go where you want them, and in the way you want them to go.
And if any of your intended beneficiaries are children, grandchildren, or others who may be unable (due to age, disability or other issues) to properly manage their inheritance upon your death, an improperly-planned estate can mean that your hard-earned assets could be wasted or mismanaged long before your heirs are mature enough to handle them.
THAT'S WHERE WE COME IN. We have over 30 years of experience in estate planning. We know how to make sure that our clients' assets will go exactly where they want them to go -- and be safeguarded when appropriate -- in the event of their death.
And the best part? It's that none of this need cost a fortune. (In fact, it may SAVE you money, compared with the huge cost of litigation over an improperly-drafted will or a shoddy estate plan!)
Today there are a lot of places you can go to "buy a will," from websites advertised on TV, to do-it-yourself software kits, to general-practice lawyers who -- while they may be well-meaning -- don't understand or take into account the estate planning process to ask the right questions or coordinate your assets so that everything will go the way you want it to.
The coming decades are likely to see a huge increase in the number of court battles over estates, as do-it-yourself wills and trusts find their way from people's desk drawers and safe deposit boxes to county courthouses. Not only will these will fights be expensive, they will create tremendous bad feelings and break up families.
THE BOTTOM LINE: Our clients always feel better when they walk out of our office with their estate planning properly done and their carefully-drafted documents signed and in hand.
Call us at (610) 873-1600 to learn more.