Do I Need an Estate Plan?

October 17, 2017



Resent events in our nation highlight the fact that life is unexpected.  Our life can change in the blink of an eye, as we need to have a plan in place for the “what-ifs” in life.  What happens if you get sick? What if you are in a car accident? What if you have a heart attack? What if you pass away? What happens?


An estate plan ensures your family has the tools necessary to step in and help you when needed.  When you set up a plan, you can usually avoid court, avoid costly delays, avoid high fees, and give your family peace of mind and confidence that your wishes are known and honored.


A plan allows you to choose who will step in to act on your behalf when needed.


A "plan" generally consists of a Living Trust, a Will, a Financial Power of Attorney, an Advanced Health Care Directive, and Funding Documents.  These are all tools that are ready to be used in the event they are needed.  If there is an event (car accident, stroke, the slow decline of age via dementia or Alzheimer's) in which someone needs to step in on your behalf, and these tools are not in place, then a court will get involved and make decisions for you.  Your spouse is NOT automatically given authority to manage for you!


A proper plan can avoid court involvement (conservatorship or probate) and keep you in control.


Everyone needs a plan!


Call Attorney Andrea K. Shoup at 951-445-4114 today to set up your no-obligation consultation.

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