Not having the right will or trust plan in place when it is needed may result in aggravated family conflict, financial confusion, avoidable court involvement, and unnecessary delays. Choose a plan that reflects your vision of what you want for you and your family to protect your assets and work to preserve family relationships.
In the event that incapacity becomes a reality, a solid plan for a smooth transition of responsibilities to others of your choosing helps make a difficult situation easier.
I will help you examine your options and choose solutions for both asset management planning associated with mental incapacity during life and asset distribution at death. Educate yourself and then make choices based on your situation and needs.
Not sure where to start?
Schedule a call and I’ll walk you through it.
