What are you required to do when a loved one dies? Have you been appointed the Executor of someone’s estate
I will guide you through the process, explaining each step, letting you do as much or as little of the work as you are comfortable with. From probate, to locating assets, to preparing tax returns and making distribution to the beneficiaries, we will work through it together. With 30 years of practical experience, I can ease the burden of unraveling the financial affairs of your loved one during what may be a difficult time of adjustment for you and your family.
LAST WILL & TESTAMENT
What happens to my stuff when I die? How can I provide for my family?
Your Will tells a story. It determines who will receive your assets on your death. Every person, every family, is different. There are no cookie cutter estate plans.
When we meet, I will want to learn about you, your family, and how you want to provide for them, protect them. Maybe there are friends or charitable organizations or a beloved pet you want to remember. Taking the time to let you tell me your story, to listen to your concerns, and discern your goals, allows me to draft legal documents unique to you.
POWER OF ATTORNEY
Who will help me when I can’t get to the bank?
A Power of Attorney allows you to select who will assist you in making decisions and conducting transactions when you may not be physically or mentally able to do so.
When we meet, we will talk about selecting someone to assist with financial matters and someone to assist with healthcare decision making. We will discuss selecting the right person for the task and what happens if you choose not to select someone at all.
ADVANCE HEALTHCARE DIRECTIVE
Have you discussed end of life concerns with your family?
A healthcare directive or living will states your preferences for end-of-life care. For many, this is a very personal matter and part of their faith tradition. I will help you work though those concerns and if helpful to you, will encourage you to meet with your physician or member of the clergy for guidance. Most of all, I want you to begin this delicate discussion with your family and any decision maker you select. Their understanding of your preferences is equally important.
Is there a way to control or limit how my family receives and uses whatever I leave them when I die?
Sometimes, there are particular needs or priorities within a family that you may want to address.
You may have concerns for a special-needs adult or a child of tender years. You may describe your preference for completion of education or a concern for lack of maturity or financial responsibility. These circumstances, which are unique to your family, are something we will discuss. Where appropriate a trust can be used to limit how and when funds are transferred to your loved ones.