No matter where you are in life, we can help!
An estate plan is a crucial service to meeting the long-term needs of your family. It is important in all stages of the family life, whether you have just gotten married or starting your retirement. A proper plan will be specifically tailored to your family and will maximize the assets that you have worked hard to earn. A variety of tools may be used to create your estate plan, including the creation of a will, trust, guardianship, or power of attorney. The Rooks Law Firm will listen to your situation and work with you to create the plan that you want.
An estate plan is a set of legal documents that explain what should happen to your money, property, and personal wishes after you pass away or if you can't make decisions for yourself. It can include a will, powers of attorney, and other tools to help protect your family and make sure your wishes are followed.
You need an estate plan to make sure your money, belongings, and wishes are handled the way you want if something happens to you. Without a full plan, your loved ones may have to go through probate—a long, expensive court process to sort out your stuff. Even having a will isn’t always enough, because it still goes through probate. A complete estate plan can help avoid that and make things easier for your family.
With a full estate plan, the documents we prepare are carefully organized in a binder, designed to provide clarity and peace of mind for your loved ones. When the time comes, your family will have everything they need to ensure your wishes are honored and important matters are handled smoothly. Documents typically included are: Will(s), Deed(s) of Gift, Power(s) of Attorney for Finances and Health, and Advance Directives.
A Power of Attorney is a legal document that lets you choose someone you trust to make decisions for you if you can't do it yourself. This can include handling your money, paying bills, or making medical choices if you're sick or injured. It helps make sure someone you trust is in charge when you need help the most.