Estate planning is not exclusively for the affluent or elderly, it is for anyone interested in preserving their assets and ensuring their preferences are carried out after death. It is important to plan early to prevent family members the undue stress and hardship having to make medical and financial decisions during a crisis. Life can take unexpected turns, be prepared.

Creating an estate plan involves preparing legal documents that protects a person’s assets and outlines the disposition of personal property upon death. The intent of preparing a comprehensive estate plan is to ensure that the person’s preferences are carried out and the greatest amount of the individual’s assets are distributed to his or her beneficiaries while incurring minimal tax expenses and administrative costs. 

Ms. Nelson will analyze your specific situation and work with you to customize an estate plan. Depending on your unique circumstances, we may recommend the following legal tools to accomplish your estate plan goals: 

• Last Will and Testament (i.e., Will)
• Living Will 
• Durable Power of Attorney for Health Care and Living Will (i.e., Advance Medical Directive)
• Trusts
  • Revocable Living Trust
  • Irrevocable Trust
  • Special Needs Trust
  • Charitable Trust

Contact Ms. Nelson for a complimentary consultation to learn what you should include in your estate plan and assistance securing your future.