We invite you for an
Estate Planning Wellness Check
Planning ahead is a gift to your loved ones! Don’t wait until you have a crisis to review the plans you have in place. This is an EASY way to find out what you need to control the outcome and give you more peace of mind.
Now more than ever, it’s important to have plans in place before a crisis happens.
We are ready to help you and your loved ones be prepared during this stressful time and beyond. We want to minimize cost, provide peace of mind, and ease the burden on family and loved ones.
More than 50% of people don’t have the basic documents they need. This puts them and their loved ones at great risk.
Let us help you with a solid plan to protect you and your loved ones. Typical documents you may need created or updated include Advance Healthcare Directives, Last Will & Testaments, and Power of Attorneys. If needed, we can do Trusts, Special Needs Planning, and additional legal services.
If you have some planning in place, we can make sure it’s up-to-date.
Typically, anything older than 5 years should be reviewed. This is sooner if you’ve had a change in circumstances, such as the death of a family member, divorce, move to Maryland or asset change—since these alter what you need to protect you and your loved ones. Legal documents from templates or not written by an attorney can also cause issues that we can identify. We can also recommend related senior services from trusted, vetted providers.