We prepare Wills, Living Trusts, and Estate Plans for clients of all ages, disabled or not. Estate planning is frequently a part of our services for elderly or disabled clients.
For many clients, a Revocable Family Trust is a good option. These trusts help a family avoid probate, give privacy for the estate plan, provide a universal distribution plan, and establish a succession plan in the event of incapacity.
Every adult, regardless of age, family situation, marital status, or financial status, should have at least four legal documents: a will, a general power of attorney, a health care power of attorney, and a living will.
These documents should be current and reflect your wishes as to who you want to have your assets when you die, who you would like to manage your financial affairs should you become disabled, your choices in regard to healthcare decisions, your wishes for end of life treatment, and who you wish to speak on your behalf and make decisions for you should you no longer be able to do so.
These documents and the issues they address will increase in importance as you increase in years, but the reality is that accidents and disabilities strike individuals and families every day. Since none of us can predict these events, it is even more important to have your will and estate planning documents prepared before you need them.
For some, preparing a will and other estate planning documents is a relatively simple process. For others, it can be a highly complex process. Everyone’s situation is different, so your estate planning should be unique and tailored to your individual needs. For everyone, though, the process starts with a meeting with the attorney to go over your situation and what you wish to accomplish.