Wills,
Trusts and Other Planning Documents
Planning ahead for our own passing is always difficult,
but it is prudent to give some serious consideration
to your estate and your family. How do you want
your estate to be distributed? How will your family
make ends meet? Who will look after your children
if you or your spouse are not able to do so? These
are serious issues, requiring thought and planning.
Wills - Do you have a will? How do you
want your estate to be distributed?
Guardianship
- Have you thought about who you would choose as
your guardian if the need arose? Have you designated
that person, and given that person the appropriate
power to make decisions on your behalf if it becomes
necessary?
Children
- Who would you choose as your child’s guardian
or caretaker? Who would handle the money you've
set aside for your child if you were unable to do
so?
Illness,
Accidents, Hospitalization – Do your
doctors and your family know what your wishes are,
if you were in a serious accident or became very
ill? Do you have a medical power of attorney document,
and a directive to your physician? Will your family
members or loved ones be able to access your medical
records?
Trusts
- Do you want to prepare longer-term for your partner,
a child, a relative, a disabled or sick loved one,
or for the care of a pet? A trust can be prepared
so that you maintain control of the trust funds
while you are alive, or so that you immediately
relinquish control of the funds, it's up to you!
Trusts are not just for "rich" people,
and are a powerful and flexible planning tool for
most estates.
Pets
- Many people consider their pets to be members
of the family and do not want them to end up in
a shelter if family dynamics change. Who would look
after your pets if something happened to you? Have
you given instructions about your preferences for
a caretaker for your pets?
The
Clary Firm, P.C. helps you plan ahead, and look
after the best interests of your family. We listen
to you, help you explore options, and draft documents
that reflect your wishes.