Peace of mind is something that we’re always trying to achieve in our daily lives. We want to feel good about the choices that we’ve made, the interactions that we’ve had, and that we’ve told everyone we need to that we love them because we can’t predict what’s going to happen on any given day. Ultimately, it’s this inability to predict the future that unsettles us. The best way to have peace of mind about the unpredictable future is to have an estate plan that you can rely on.
An estate plan can touch on an array of features, that will give you peace of mind for the unknown:
- Eases Grieving for Your Family – This encompasses but is not limited to:
- You’ve worked with an experienced estate planning attorney with an ongoing client care program that has kept your plan consistent with life changes and ensured that their assets were always tracked and verified resulting in your family avoiding the arduous probate process and maintaining
- By establishing a trust and using friendly institutions you’ve ensured your family has immediate access to your accounts in the event of your death or disability.
- Together, with your estate planning attorney, you’ve had a Family Care MeetingTM to communicate your wishes to your family and enabled them to establish a relationship with your attorney and other trusted advisors in your life.
- You’ve preplanned your funeral so that your family doesn’t have to come up with the funds to pay for it. You’ve outlined the wishes for your burial, so your loved ones don’t have to hope they’ve made the choices you would’ve made for yourself. You’ve left instructions for the funeral itself, a list of people and contact information your family may not think to invite, etc.
- Preserves and Sustains Your Legacy – You know that in your absence, your plan conveys your wishes:
- You’ve set out a plan for your assets that will support your spouse (if you have one), pass to your loved ones or charities seamlessly,
- Your charitable plan, coupled with thoughtful tax planning ensures you will be able to support causes you have a passion for, while at the same time allowing you to pass along family values, leaving behind a legacy you can be proud of.
- Your values are woven into your estate plan.
- Through careful advanced estate planning, you know taxes will be minimized helping to maximize wealth for the next generation.
- You’ve established generational estate planning to build wealth for your loved ones.
- You’ve set out a plan for your assets that will support your spouse (if you have one), pass to your loved ones or charities seamlessly,
- Long-term Care Is Accounted for – If you become incapacitated or disabled you have a plan set up to fund your care:
- You have long-term care insurance and included this as part of your estate plan strategy to pay for the nursing home or in-house care.
- You’ve done Medicaid pre-planning in order to protect assets from nursing home expenses.
- You’ve named agents under your durable power of attorney and health care proxy to make financial and medical decisions when you can’t.
- You Are on an Ongoing Client Care Program – Your estate plan evolves just as much as you, your assets, and your family do.
- Your estate planning attorney charges a flat price (not an hourly rate) enabling you to have access to your attorney and their team whenever the need arises without billable hours.
- Your plan is regularly updated to accommodate for any life changes: births, deaths, marriages, remarriages, sale or purchase of assets, change in personal circumstances etc.
- You know that if there is a law change, you will be notified and don’t have to worry about keeping up with the law on your own.
- Your estate planning attorney offers a Family Care MeetingTM
- Your loved ones are invited to be part of your team establishes a relationship with your estate planning professionals, so they feel supported when it comes time to execute your estate plan or act on your behalf.
An estate plan that you can rely on and helps you guard against the unknown is possible. When done right, an estate plan is consistently updated and relationships are created between your family and the estate planning professionals. If you work with an experienced estate planning attorney who has an ongoing client care program, then you will have peace of mind and know your family will be taken care of in your absence.
At Family Estate Planning Law Group, you and your loved ones are at the center of everything we do. You are our priority. Our ongoing client care program is designed to provide you and your family with peace of mind.
Guard against the unknown today and schedule your complimentary consultation!
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Together, we plan for life.®