It’s never too early to start thinking about your legacy. While most people assume that estate planning means putting a will in place, there is so much more you can do to keep your future—and that of your loved ones—as bright and secure as possible. At Allen | Fischer PLLC, our team of dedicated attorneys is committed to working with each client to identify their estate planning goals. We’re here to assess the details of your situation and create an estate plan that’s tailored to address your unique needs. We invite you to contact our office today to start exploring your estate planning options and taking steps to protect your legacy.
Understanding Your Estate Planning Options
Estate planning is not a one-size-fits-all model. Instead, our attorneys will work with you to identify your specific needs and goals. From there, we will determine which estate planning tools will best suit your situation. Some of the documents and tools we may explore include:
Last Will and Testament
This document details your wishes about the distribution of your property upon your passing. You can identify your beneficiaries and allocate your property to each named individual according to your vision. Additionally, you can specify who will take care of your minor children in the event of your incapacitation or death. One of our experienced estate planning attorneys will work closely with you to draft a clear and detailed will that sufficiently protects your assets and your loved ones, no matter what the future may hold.
Durable Power of Attorney
Assigning a Durable Power of Attorney (DPOA) allows you to identify a trusted individual of your choosing to step in and make financial and other major decisions on your behalf, should you become unable to do so. We will work with you to ensure you understand the purpose and advantages of putting this document in place.
Living Will (Advanced Health Care Directive)
Picturing yourself unable to express your preferences for medical care can be upsetting. However, when you put a living will in place, you can rest easier knowing that, should the unthinkable happen, your wishes will be documented, known, and respected. We can help you create an advanced healthcare directive that addresses the exact types of medical care and treatment you want (or do not want). You can also identify a trusted individual to serve as your Medical Power of Attorney. This person will advocate on your behalf in the event of your incapacitation.
Trusts and Other Financial Tools
We can help you minimize your estate’s tax burdens by establishing a revocable living trust or similar financial planning strategy. Creating a trust can help your loved ones avoid probate, a legal process that can be cumbersome and time-consuming. By placing your assets in a trust, the allocation of property upon your passing will move forward much more smoothly and efficiently. We encourage you to reach out to us at your convenience to learn more about the wealth preservation and estate planning strategies that will best suit your needs.
Keeping Your Future Bright
Whatever your estate planning goals may be, you can trust that our caring and skilled attorneys are here to support your vision. Together, we can identify and implement the most effective tools and strategies to keep your future and your legacy as bright as possible.
