Many people think estate planning is only about distributing their assets when they pass, but it is so much more than that! It is true that a main purpose is to distribute your assets at death but it also involves carefully considering how you hold those assets during your lifetime.
You can create a plan which reflects your wishes during your lifetime, in cases of possible incapacity, and at death.
You can exercise controls over your assets after you pass in any number of ways. You have so many options that sometimes it seems like you may have too many options! The wonderful thing about estate planning is that you get to decide how you want to proceed based on your priorities which allows you to have some control over how complicated, or not, your plan becomes; the downside is that if you don’t create an estate plan, the state legislature has a plan for you which may or may not be the same plan you had in mind, there is an excellent chance the Courts will need to be involved, and you lose the ability to direct your assets.
My goal is to help you work through the process so that, in the end, you know what assets you have and how they are held (meaning titled or owned), you have purposefully directed those assets so that your estate plan works the way you want it to, and you have the documents you need to make your plan work for you and your family.