Some people believe that estate planning is only for the wealthy or the elderly. However, everyone needs estate planning.
Everyone needs an estate plan.
If you do not have proper disability documents in place and you become incapacitated, your family may have to go to court to obtain legal authority to address your financial and health care needs. Everyone should have a solid financial power of attorney and comprehensive health care documents.
If you own anything at all and want to have a say where it would go when you die, at a minimum you should have a will or trust in place and you should make sure that the correct beneficiaries are named for your life insurance, retirement plans, etc…
We can work with you to evaluate your estate planning needs by considering your goals, your unique family situation, and the assets that you want to protect, to determine the best strategies for you and your family.
Our personalized estate planning services help you get your affairs in order.
At Smyth & Associates, P.A. we give our clients highly customized estate plans. We spend time with you, so we can truly understand your goals and create an estate plan that will protect your family, reduce your legal and administrative costs, and save you taxes.
Our estate planning services are highly personalized.
At our firm you won’t get a cookie-cutter estate plan. Your estate plan will be designed to address your circumstances and your family’s needs. Your estate plan may include a last will and testament, one or more trusts, and ancillary documents. We will ensure that you understand each document’s purpose and the options available to you.
When an estate plan is done correctly, a highly trained attorney will meet with you to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not ‘estate planning’. True estate planning involves a complete strategy that is properly documented and maintained by an attorney who has taken the time to get to know you and who is committed to continuing to serve you.
We invite you to call our office to get started on your personalized estate plan today.