Do you need an estate plan?
- Do you want peace of mind about who or what charity will receive your property and without a court contest?
- Do you have any children under 18?
- Do you have a minor or adult child with special needs, maybe receiving SSI?
- Do you want to leave money to someone who is a spendthrift (spends money irresponsibly)?
- Do you want to put into writing what you want your final arrangements to be (cremation, burial, or leaving your body to science)?
- Would it be a good thing to plan for no court oversight of the gathering, supervising, and distribution of your assets?
- Should an individual or a registered professional be your trustee, successor trustee or administrator of your estate?
- Do you understand the difference between a Power of Attorney for convenience and a Joint Tenancy that can cause the joint tenant to inherit property when you only want someone to help you manage your property?
- Do those who will survive you know where to find your estate plan documents and your online account passwords?
Does someone close to you need an estate plan?
- Is someone close to you experiencing failing physical health and has no Advance Health Care Directive, Living Will, or plan for property distribution after death, including supplying a list of passwords to online accounts?
- Is someone close to you beginning to lose the ability to recognize relatives and friends, and what property he or she has?
Has someone you know died?
- Has there been a death recently and you need an attorney to attend to the legal issues and give you time to grieve?
- Have you been left money or other personal or real property in a will or a trust and you need advice about the process or maybe you are on SSI and at risk of losing your Medical benefits?
- Are you an HEIR of someone who died without a will and you need advice about the process?
- Did someone die with or without a will and you want to know if you are entitled to anything from the estate?
- Were you named a BENEFICIARY of a will or a trust and you have concerns about how the person in charge is handling matters?
Free informational presentations for your group.
