Estate Planning for Peace of Mind

“Estate planning is for older people with money.”

Hold on. Not so fast.

Anyone 18 years old and up should plan for the future. We get it. Thinking about death and being incapacitated is scary. The good news is we have never heard of anyone dying from making a will.

We understand putting off estate planning is easy. There are many activities that are more fun than making a will and power of attorneys. But, just imagine how relieved you will feel when you check this important task off your to-do list.

Oh, if you are worrying about completing these documents because you think it will be stressful, time consuming, and overwhelming – please toss those thoughts away.

When you work with us, we provide you a relaxed, comfortable environment to chat and a quick and simple process to complete these all-important documents.

“Adulting” isn’t easy, but we strive to make the experience as stress-free as possible.

So, what are the Four Estate Planning Documents Most Adults Should Have? Here you go:

  1. Will – Think of your will as a playbook as to how your property will be distributed upon your death.
  2. Healthcare Power of Attorney – One word for this document – important. Your healthcare power of attorney allows you to appoint a trusted person (your agent) to make medical decisions on your behalf should you become incapacitated. She will have the power to make critical decisions – like whether to accept or refuse medical treatment, consenting to a treatment plan, and which medical facility to use. The person you choose holds an extremely important role. We will help you choose the right person.
  3. Durable Power of Attorney – Here, you will appoint someone (your agent) to handle your finances – such as accessing bank accounts, paying bills, and buying and selling assets. Obviously your choose of agent here should be someone you trust to the fullest extent.
  4. Living Will – Your Living Will addresses your end of life decisions. Through this document, you may direct your health care provider to withhold certain life-sustaining procedures if you have a terminal condition or if you are in a state of permanent unconsciousness.

Depending on your unique situation, you may also want to consider a trust and a few other estate planning documents. If you choose Swann Law to assist you with estate planning, we will be able to dive into your individual needs during your discovery meeting. We will also discuss designating beneficiaries on certain accounts and setting up your bank accounts with transfer on death provisions.

If you would like a complimentary 15 minute phone call, contact us and we’ll schedule your free call.

If you’re not ready yet, no worries. We’ll be here when you are.