Estate Planning Basics

July 15th, 2025 by admin

Why do Responsible Families Plan?

• Peace of mind
• Avoid financial turmoil
• Protect educational goals for children
• Do not leave children and spouse vulnerable
• Reduce uncertainty
• Keep your family in the home
• Maintain standard of living

Key Documents

• Will
  • It will save money
• Durable (Financial) Power of Attorney
  • It will make things easy
• Other critical documents: Living Will and Health Care Power of Attorney

Getting Started

• How long will the process take?

  Not long. The initial session takes 30-45 minutes. The signing session a few weeks later takes 30-45 minutes. Combined, less time than you have already taken to attend this seminar.

• Do I have to gather up my financial paperwork (deeds, insurance policies, and the like)?

  No

• What if I am not sure about some details?

  This is not uncommon. We can help you fill in the gaps.

• Set a specific date to have your estate planning completed.

  My goal is _____

Tags: estate, law, planning

Posted in: On the Way to the Courthouse