Estate planning

Many people avoid estate planning because they do not want to think about their own passing. However, estate planning is not about you—it is about the loved ones you leave behind. If you are ready to begin the process of estate planning, Mark can help.

Here are some of the benefits that come with proper estate planning:

  • Clear guidelines about the distribution of your assets
  • Straightforward naming of your beneficiaries
  • Designating a specific recipient for life insurance benefits
  • Creating different allocations for beneficiaries with different needs (i.e., sick children, non-family)
  • Provide plans to handle your debts and tax obligations
  • Uncomplicated and unarguable legal documentation
  • Stress-free mourning period for the loved ones you leave behind

Estate
Planning

Estate planning is the best way to make peace with your eventual passing.

You should be able to pass in peace, with the confidence that you have a plan and a trusted estate planner to handle your estate after your death. 

Without robust estate planning, your family and your assets could suffer the following:

  • Ugly legal battles related to remaining assets
  • Family strife and disputes
  • Young children being assigned to a non-preferred guardian
  • Increased debt and tax obligations

Mark is committed to honesty and integrity.

He wants to ensure that your plans get executed to the letter. He consults with you about the best ways to make this happen, using specific legal language and the proper documentation. Mark also brings expertise in other areas of law, which can help strengthen your estate planning. He can help you reduce the tax burden on your beneficiaries while ensuring that precious assets go to their intended recipients.

Regardless of your health or age, everyone can complete certain legal documents to protect themselves and their family.

Wills

A will is a legal document required in order to ensure that your property is distributed to those of your choosing, efficiently and unproblematically. A will also establishes the primary caregivers of any children. Prioritizing the creation of your will saves those closest to you from the hassle, money, and emotional turmoil of settling your affairs in the event of your death.

Trusts

A trust is an essential document to have in place to ensure that your assets are distributed to the proper beneficiaries after you pass away. This document creates conditions to elect how and when your assets will be distributed, without the large deductions of probate court. Trusts can protect your assets from creditors and lawsuits, and can also name a trustee to manage your assets in the event that you are unable to do so.

Powers of attorney

Powers of Attorney allow you to appoint a person or organization to manage any and all of your affairs in the event that you are unable to do so. This ensures that your plans and wishes are carried out as intended, regardless of circumstances that could leave you unable to do so yourself.
Please give me a call to learn more about what you need, or leave your details below and I will call you as soon as possible.

Here is how the estate planning process typically works:

  • Generate a list of what you own and what you owe
  • Create a plan for dependents and other loved ones
  • Protect your assets with the proper legal protections
  • Decide how to handle your stake in any companies or business agreements
  • Make plans to disperse specific assets
  • Document everything in a formal legal format
  • Relax in the knowledge that your assets and loved ones are protected

It is easier than you think to create a plan for handling your estate. You should make your estate plan sooner rather than later, no matter your age. Bring your parents in to Mark to ensure that they make estate plans, too. Estate planning is the way you can control your final legacy.

Do not leave it up to the courts to decide what happens with your hard-earned assets or which of your loved ones receives help. Preserve your wealth and take care of your family. Reach out to Mark to start the process with compassionate, knowledgeable support. We will be with you every step of the way.