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You have questions—and we have answers. Our estate planning law office would love to hear from you! Please complete the form below with your details. Once we receive your submission, one of our friendly staff will give you a call to schedule a meeting.
The lawyers at Goff Legal, PC are proud to offer you sensitive, skilled legal assistance tailored to your specific needs. When we work together, we’ll ask you to consider the three “P”s of estate planning:
Who are the important people in your life? Besides yourself, they likely include your loved ones: your spouse if you are married, children and grandchildren if you have any, perhaps your parents, siblings or other relatives. Beyond them, “important people” also could include charities, special causes, colleges or universities or churches to which you are committed. For some, “important people” could even include pets. Spend some time thinking about the impact others have had on your life. Make a list and jot down some notes. This is where the estate planning process truly begins—and we’ll guide you every step of the way.
Property includes your assets in general. As we get started, make a list of the assets you own or control. You do not need to identify insurance policy numbers and exact dollar values just yet. Instead, think through your assets in terms of their nature (cash, stocks, bonds, real estate, etc.); their value in thousands of dollars; and your ownership interest. Do you own assets in your name only, in joint tenancy with someone else, or through a trust agreement or some other arrangement? Be sure to include often-overlooked assets like life insurance (the death benefit, not the cash value), business interests, and any inheritance you may expect to receive.
After identifying the important people in your life and your property, the next step is to consider the plans you would make for those people (including yourself) and that property in the event of your own incapacity or death.
Who would you name to make decisions for you, if you could no longer do so yourself? Would the same person handle your finances and your personal and health care decisions? Who would care for your minor children? How would you distribute your assets to your heirs? Would you prefer to spare your heirs the potential cost and hassles of the probate process? Would you like to minimize the impact of estate taxes…or maximize the impact of a charitable bequest? Is there someone in your family with special needs for whom you would like to provide? Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?
These are just a few of the issues to consider when approaching the planning process. They are much more important than the “treasure hunt” for legal documents at this stage. When you have the answers to these questions, we can help you create a customized estate plan to meet each and every consideration.
When you are ready to schedule a consultation, please call or complete the Consultation Request Form. One of our friendly staff will give you a call to schedule a meeting—and we’ll look forward to helping you.
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