Estate planning is not just for the wealthy and elderly, it is for anyone who owns a home, a life insurance policy, an IRA or other asset, whether there are children or a career is involved.
Life events such as marriages, the birth of a child, or a retirement can cause someone to think about getting an estate plan. The truth is that an estate plan can help anyone.
Do You Need an Estate Plan?
Absolutely, regardless of your wealth, health, or age. As probate attorneys who handle the final affairs of people who have passed away, we know that those left behind are often confounded with the details of closing someone’s life. In probate, the government decides who gets what. A properly executed estate plan puts you in control of your assets and their transfer to your heirs or others when the time comes. Learn about estate planning tools, wills, trusts, and more on our website.
How Much Does an Estate Plan Cost?
Everyone’s situation is different so we offer a free, no obligation consultation so the cost can be determined. You will know the cost before you begin work on an estate plan.
When is a Good Time to Create an Estate Plan?
Yesterday. You may wonder if you are too young to have an estate plan. You may want to wait until you have a family or are older. If you wait, you may forfeit the opportunity to learn about wealth accumulation and asset protection strategies you can put into place while you are young and building your life. If you wait, you may forfeit the opportunity to use tax deferment strategies.
Right now is the time to plan for your future. Since we cannot predict when tragedy might occur, wouldn’t it be good to have a plan in place for dealing with it?
Estate Planning Advice
Our estate lawyers use creativity in developing strategies and techniques to build estate plans that adjust to changing circumstances. As your life evolves and changes, so too should your estate plan. Our estate lawyers collaborate with you, your financial advisor, and your accountant to develop a custom estate plan that addresses your situation and will last for years.
Contact Us for Some Peace of Mind
With just a little planning, you can get on the road to protecting your assets, planning your estate, avoiding probate, and minimizing your taxes so you can relax with peace of mind about what will happen should you become incapacitated or pass away.
Contact us by email or call us today at 205-663-0281 for a free consultation. John Holliman or Melanie B. Holliman (formerly Melanie B. Bradford) will help you with estate planning so you can take care of your nest egg and your loved ones. And, we and our staff will treat you like family.
Let us help you create an estate plan for your life, as well as your death, that includes the steps necessary to get you and your loved ones from today to the future as smoothly as possible.
Call us at 205-663-0281 or email us to get started with an estate plan to fit your needs. We offer a free initial consultation by secure video conference and by phone.
We are disinfecting our office more than ever, but we will minimize face-to-face meetings for now to protect your health. We can still work very effectively together by secure video conference, phone, email, and regular mail.