Everyone Needs an Estate Plan

The Wagoner Firm Helps Create Estate Plans That Meet Your Goals; Launches New Will and Trust Packages

Life often gets in the way of many of the things we know we should do.  Things get put on the back burner, and we say we’ll get to them tomorrow, or next week.  This can be especially true for estate planning.  At The Wagoner Firm, we make the process effortless for our clients. We meet you at your home or at our office on your schedule.  We guide you through our initial intake process, and draft an estate plan that meets your goals.  And we finalize your plan promptly on your terms.

The bottom line is that everyone needs an estate plan.

Not everyone needs the same plan, but everyone needs a plan. Having one puts you in control of your assets and your health care well beyond your own incapacity and death.  Estate plans can:

(1) protect your assets and direct where they go
(2) allow you to appoint a guardian for your children
(3) appoint a health care proxy if you are unable to make decisions during a health care crisis
(4) protect your assets if you become disabled or require Medicaid benefits
(5) protect your business, and
(6) make the most difficult time for your loved ones less difficult

Every adult should have a Power of Attorney and Advanced Health Care Directives, like a Heath Care Proxy & Living Will.  And nearly every adult should have a Last Will and Testament.  For those individuals with more complex estates or those at or nearing retirement,  they should have some type of trust to manage and protect their assets, as well as to provide for disability planning.

Without a plan, you’re leaving things up to chance and the odds are not in your favor.

If you are ever incapacitated and unable to manage your own affairs and you do not have a valid Power of Attorney and Health Care Advanced Directives, someone will need to be appointed to manage your care, and it may not be the person you would have chosen and it will take time and likely cost a lot of money to get that person appointed. If you pass away without a valid will in place, your assets will be distributed by the state.  And if you have not appointed a guardian in your Will, the state will also choose who takes care of your children.

If you have more assets, such as a house or investments, you may benefit from a Trust plan that will allow you to avoid the time and expense of the Probate process and swiftly pass assets to your chose beneficiaries. Furthermore, Trust plans can allow for the protection of assets from long term care events and allow you to select who succeed you in managing the Trust should you become incapacitated.  With tailor made documents, you can avoid the failure to plan pitfalls and create a comprehensive plan that meets your needs.

At The Wagoner Firm, we are here to help you create the plan that best fits your goals, while providing you the most control over your future as possible. Now through April 15th, 2018 we are offering 10% off your plan.   Our Will Packages (Will, Advanced Health Care Directives & Power of Attorney) rates begin at $900.00 and our Trust Package (Trust, Will, Advanced Health Care Directives & Power of Attorney) rates begin at $2,400.00.

Please email Katie@thewagonerfirm.com to schedule a free consultation.

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