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Estate Planning

Gain peace of mind when you plan for the future.

It is hard to overestimate the importance of estate planning. Younger adults often feel like they don’t need to consider estate planning until they are older, but the truth is that people of all ages and stages of life should consider their plans for the future. Estate planning allows individuals to make their wishes known for their assets and other considerations, like healthcare decisions.

Estate Planning

At C.W. Lachey Law, we have extensive experience in estate planning, including commonly used legal documents like wills and trusts.

  • Wills: This key document names the executor of your estate and sets forth guidelines for the distribution of your assets. If you have minor children, it also assigns a guardian for them.
  • Trusts: If you need to name someone to hold the title for your assets to benefit a third party, setting up a trust may the best way for you to organize your estate.
  • Other legal documents relevant to estate planning: You may need to establish powers of attorney for healthcare decisions and other important choices. Guardianship agreements and NFA trusts are other legal documents you may want to finalize as part of your estate plan.

Estate planning is a personal process. Your decisions will be directly affected by your age, your stage of life, and your personal wealth. We can help you create any legal documents that are needed, and we can also estimate your unique needs and give you guidance based on our experience and knowledge. As your estate planning professionals, we will make sure your estate plan aligns with any goals you have established, and we will be dedicated to creating a personalized estate plan suited to your individual needs. Contact us today to discuss your estate.

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