Estate Planning

Michelle provides comprehensive estate plans for every budget and every type of estate; large, medium, or small. She is dedicated to creating estate plans, whether it be a simple will or a complicated trust, that will ensure that the client’s estate will be taken care of just as the client wishes.

Life is unpredictable and by having an estate plan in place it will provide you with the peace of mind to know that your family, friends, or pets will be taken care of.

Wills

For a reasonable price, Michelle offers multiple will packages. The basic package includes a will, so that you can distribute your belongings (no matter how small or large) to your family or friends; a power of attorney which will allow someone to act on your behalf in the event you are unable to do so; and an advanced care directive which will inform your family and loved ones of your end of life wishes.

If you have minor children, another benefit of a will is that you will be able to establish who you would like to become legal guardian of your children in the event something were to happen to you and your spouse. Wills can provide parents with the peace of mind that their children will be taken care of, according to their wishes.

Trusts

If you have more complicated wishes Michelle can create a trust to ensure that your estate is distributed and managed according to your plan. Trusts vary widely and can be created to address all types of situations such as asset protection, blended families, and to provide for the care of pets. Trusts are also a good alternative if you would like your assets to be distributed over time. This often occurs when a person would like their children or grandchildren to attend college or at least reach a certain level of maturity before receiving their inheritance.

To discuss what options will work best for you, call Michelle at (801) 755-5732.