A plan isn’t about you. It’s a gift to the people you leave behind. Estate planning isn’t just for the rich. Without instructions on how you want to distribute your assets, you may leave a legacy of chaos.
A New Family Plan includes:
- Revocable Trust
- Will
- Health Care Proxy
- Living Will
- Power of Attorney
- HIPAA Authorization
Consider a New Family Plan when:
- You have or are about to start a family and want to protect your loved ones should anything happen.
- For many parents of young children a will is less about leaving their assets than it is about naming a guardian for the kids. That’s where a will comes in.
- If you haven’t made your wishes clear, then the local court will have to choose someone.
- A Revocable Trust will ensure your beneficiaries will avoid the costs and hassles of probate.
- A Revocable Trust also allows you to set terms and conditions for the distribution of your assets – especially important if your beneficiaries aren’t financially “mature.”
- The Revocable Trust will maintain privacy by not having the plan made public through the probate process.