Estate Planning

Practice Area:

Estate Planning

Estate Planning is not solely for the wealthy. Do you have a bank account in your name? Congratulations! Having even a single bank account puts you squarely in the category of adults who have an estate. In addition to a bank account, other items, including, but not limited to, an automobile, real estate, personal items, life insurance, and retirement accounts comprise a person’s estate. These items need to be protected, and with an estate plan, you get to choose how you want these important items distributed upon your death. Monetary assets aren’t the only thing that an estate plan protects, however. With a properly drafted estate plan, minor children and/or other dependents can be provided for and protected too.

What if you become terminally ill or suffer from an incapacitating injury or illness and need help? Most of us don’t want to think about these types of things, however, with the appropriate legal documents, you can memorialize your wishes if you are unable to communicate what level of life-sustaining measures, if any, that you want taken in such an event. You can also designate an individual or individuals to work with healthcare providers on your behalf. In addition to receiving help with healthcare-related matters, you can also appoint an individual or individuals to help you with financial-related matters in a separate document. Here, you can even decide the areas where you want to grant that type of financial authority to a trusted individual. Make sure to plan and have these documents drafted while you have the capacity to make such decisions. It is advisable not to wait.

These are only a few of the benefits afforded to you with an estate plan. Schedule a consultation, learn more, and have Paige help you create a comprehensive estate plan now that will ensure your wishes and needs are met. Paige has multiple flat-rate estate planning packages so you will know the cost at the time of the consultation. She will send you a letter of engagement that will outline what you have hired her to do.

Estate planning is for any adult, regardless of material wealth or marital status. Failure to plan often leads to unintended consequences. In the absence of valid legal documents such as a Last Will and Testament or Revocable Living Trust, Georgia’s law dictates the result, which is typically not what individuals want. Taking these steps now to create an estate plan will ease the burden on others too and will often save considerable time and money.

None of us knows what the future holds. You deserve peace of mind knowing you have a plan in place. Take steps to preserve your interests by scheduling a consultation.

What can I expect during my meeting with Paige?

Paige provides personalized estate planning in a confidential setting giving you peace of mind that she will listen so that she can understand your wishes and goals. During the meeting, Paige will review your completed paperwork and will take the time to carefully explain your options with a goal of achieving a customized solution for your situation. If you already have legal documents drafted, or if you have experienced a major life change, or need to make changes due to the passage of time, Paige can help you with that too.

In estate planning, it is important to plan early and have the appropriate legal guidance. Paige’s knowledge and years of experience will provide you with the information you need because she knows the questions to ask and how to spot issues. Paige’s clients recognize that she takes a detailed approach to their situations, but she has no desire to overly complicate a situation. See what others have said about working with Paige.

After practicing for many years, Paige has an established documented system that lays out exactly what is needed, timelines, and next steps so clients understand the process and what is expected.  Just do your best to complete the paperwork before the meeting. Paige understands that you will have questions and that you may need help completing certain sections.

What is included?

During the meeting, Paige will explain the differences amongst the following legal documents listed below and provide her recommendations so you can make an informed decision as to which legal documents you need.

  • Last Will and Testament – This document allows you to properly dispose of your property after death, and if applicable, appoint a guardian for your minor children.
  • Trust – You can establish a Trust to avoid probate. Trusts are also private and afford more flexibility than a Last Will and Testament.  You can even appoint a trustee to manage property and to hold it for the benefit of another individual on an ongoing basis. Trusts can be formed for many purposes, namely, to protect inheritance for minors, for disabled individuals and even for those who may have issues with addiction.
  • Financial Power of Attorney – This document gives you the ability to appoint a trusted individual to assist you with financial-related decisions should you require assistance with making those decisions.
  • Health Care Directive – This document allows you to designate a person to make medical decisions regarding what level of life sustaining measures, if any, that you would want taken in certain situations if you are unable to make those decisions for yourself.

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