None of us likes to think or talk much about the end of our own life, or the possibility that we may someday become unable to make our own decisions because of disability or infirmity. But not facing these issues will not make them go away. And if we do not plan for the future then we will needlessly forfeit control over what ultimately happens with our possessions, our wealth, our own healthcare decisions, and even the determination of who will care for our minor children when we are gone.

Proper estate planning will ensure that you have the final say on these issues. And it can save you and your family from major expenses and taxes that can deplete your estate and your family’s inheritance. Your estate plan will also protect your loved ones from much of the confusion and administrative burden that often accompanies the loss of a family member. Taking the time now to put your affairs in order may well prove to be one of your more generous and caring gifts to those who care the most for you.

Your priorities for planning may include:

• Avoiding or minimizing estate taxes
• Passing wealth and property to your loved ones without the cost and hassle of probate
• Providing for the care and guardianship of your children
• Providing for loved ones with special needs
• Providing for step-children or children from a previous marriage
• Protecting assets from potential predators and creditors of your beneficiaries
• Empowering your loved ones to care for you according to your wishes when needed
• Making sure that your property and assets are received by those that you choose

And to meet your priorities your estate plan may consist of a combination of the following tools specifically drafted to accomplish your goals:

Wills; Revocable Trusts; Durable Powers of Attorney; Living Wills (Medical Directives); Healthcare Powers of Attorney; Health and Medical Records Authorizations; And many other estate planning tools that can all be tailored to meet your specific needs.

A consultation to discuss your needs and develop your plan is free. Begin by contacting our office to schedule an appointment with Ken Dodl. Then download and complete the Estate Plan Worksheet below (just ignore any parts that don’t apply to you) and bring it with you for your meeting.

You and your family will be glad you did!

                                       Estate Plan Worksheet