Do You Have an Estate Plan?

Start Estate Planning now, because you need a plan! 

Estate Planning can be an emotionally and financially complex process that is essential for protecting your family and yourself.

We are here to help guide you through the proper documents, explain verbiage, and handle filing, all while helping you with task preparation that will set out your wishes for when you pass; Removing additional stress, anxiety, and questions.

An experienced estate planning attorney can help minimize the amount of estate surrendered to taxes. Whether you are initiating your first Will, or updating your assets and financial complexities, keeping updated as life changes and grows will secure your needs.

New, and ever-changing tax laws have created space to amend your original Wills and assets. Here are a few of the ways that we at Ross, & Santini, LLC can help you create a plan that will uphold:

  1. Will – A powerful document that gives you the ability to distribute your estate, choose your heirs, and name an executor.
  2. Powers of Attorney – This allows you to select a person whom you trust to have decision-making power over financial related matters in the event you are incapable of this yourself. It is critical that you instruct this trusted person about your wishes in detail. It is a large responsibility and knowing your wishes will make this easier.
  3. Healthcare Power of Attorney – This allows you to select a person whom you trust to make healthcare decisions for you and sets out your directives in case of coma or non-resuscitation.
  4. Trusts – This is a fiduciary arrangement that allows a third-party, trustee, to hold assets on behalf of a beneficiary. This sets aside certain assets from your Will as to avoid probate

Don’t wait any longer. Call Ross & Santini, LLC today to set up an appointment, discuss your specific needs, and create documentation that will be the backbone to your Estate Plan.

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