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 _____
Posted in: On the Way to the Courthouse