Planning Your Estate Should Affirm Your Life & Values

 

Whether you choose a will based plan or a trust based plan, planning your estate is life affirming. The internet and print media are full of do it yourself forms and examples. Every form has certain common elements. Your plan should derive from your core family values not a preprinted form drafted with someone else’s understanding of generalized circumstances and motivations that may not apply to your circumstances.

 

Thoughtful estate planning requires much more than filling in blanks in a form. At your appointment, we will discuss your family and goals. We will discuss your specific circumstances, family dynamics, and preservation and succession of your property. We will also discuss special issues such as encouraging younger generation family members to cope with life and death, responsibilities to family, self, and community.

 

Your estate plan will reflect your personal values and goals. You will direct who gets what and how much is enough to protect and provide for your spouse, children, grandchildren, charities or others who are important to you. Your plan will address how you want to provide for young or disabled beneficiaries and their health and educational needs; how you address particular assets like real estate, retirement plans, out of state property and issues arising when dealing with property in other states or outside of the United States.

 

We will discuss how your plan can help create roadblocks to beneficiary’s creditors and protect assets from claims of others outside of your family.

 

After we discuss you and your family, your circumstances, values and wishes will help you decide whether a will-based or trust-based plan is best for you. You will know the cost of each plan. We help you learn and understand how your plan works to affirm your life and values.

 

Call 614.336.3083 or email Barb barb.isonlaw@daveison.com to schedule your no obligation, no cost meeting today.