Estate planning is a critical aspect of financial planning that helps protect your assets and ensures that your loved ones are provided for after your passing. After completing the form below, I will personally address your specific needs and craft a comprehensive plan tailored to align perfectly with your goals.

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Wills Drafting:​

What is a Will:

A will is a legal document that allows you to dictate how your assets and property will be distributed after your death. It also allows you to name guardians for your minor children, appoint an executor to carry out your wishes and specify any funeral or burial arrangements.

 

Importance of a Will:

Having a will in place ensures that your assets are distributed according to your wishes and can help avoid disputes among family members. Without a will, your estate will be subject to state intestacy laws, which may not align with your preferences.

 

Components of a Will:

A will typically includes information about your assets, beneficiaries, executor, guardians for minor children, and any specific bequests or conditions for distribution. It is important to update your will regularly to reflect any changes in your family or financial situation.

 

Codicil:

What is a Codicil:

A codicil is a legal document that allows you to make amendments or additions to an existing will without having to create a new will. It is used to modify specific provisions of the original will while leaving the rest of the document intact.

 

When to Use a Codicil:

A codicil is useful when you want to make minor changes to your will, such as updating beneficiary designations, changing executor appointments, or adding new assets. It is important to consult with an estate planning attorney to ensure that the codicil is executed properly and does not conflict with the original will.

 

Updating Your Estate Plan:

As your life circumstances change, it is important to review and update your estate plan, including your will and any codicils. This ensures that your wishes are accurately reflected and that your estate is distributed according to your current intentions.