Estate Planning

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The most important thing to remember about estate planning is that a well thought out and executed plan is absolutely necessary in order to prepare for the unanticipated realities of life, and protect your legacy, peace-of-mind and privacy.

If you are debating whether an estate plan is for you, it's time to consider the meaningful impact of having the right documents in place in the event that you are unable to make decisions for yourself.

A comprehensive estate plan is made up of a few components. 

Core Components:

· Living Trust

· "Pour-Over" Will

· Healthcare Directive

· Power of Attorney

· Beneficiary Designations

Keep in mind, depending on your specific needs and goals, you may need additional documents (e.g., special needs trust, property deeds, etc.) to make your estate plan complete. Estate planning is not one-size-fits-all. Your family and goals are unique to you, so should be your estate plan.

During our life and legacy planning process, Terry Law will give you the tools needed to make empowered, informed choices about your life and legacy!