Planning for My Family
Build Your Legacy with Comprehensive Estate Planning from Weatherby & Associates, PC
Do you know what will happen to your estate and your loved ones once you’re gone?
Will your assets benefit the people you care about for years to come? Will they support future generations of your family or benefit your community? Or will your assets diminish through probate fees, taxes, health care costs and other losses?
Few people know the answer to these questions. At Weatherby & Associates, PC our trusted estate planning lawyers can help you use the assets you’ve worked hard for to take care of the ones you love and to have a lasting benefit for the people and causes you care about.
Sophisticated Custom Planning for Your Unique Needs
Every individual and every family has unique needs and goals. Your estate plan should address those needs and goals using an approach that makes sense to you and a strategy that you can be confident in. At Weatherby & Associates, PC we begin the estate planning process for each client by taking the time to understand the client, their situation in life, the scope of their estate, the dynamics of their family, and what the client hopes to achieve. Then our design team drafts a customized plan that expresses each of the client’s goals and ambitions as efficiently and effectively as possible.
Through the sophisticated use of trusts, living trusts, business entities, planned giving strategies, and other estate planning tools, the estate planning attorneys at Weatherby & Associates, PC can often help people do more with their estate than they thought possible, including:
- Ensure you receive the kind of care you want and deserve should you become incapacitated
- Minimize estate taxes, gift taxes and income taxes on your estate
- Prepare for late-life health care needs, such as nursing home care or home health care, that have the potential to drain estate assets
- Protect your estate and assets against unnecessary loss
- Give you control over distribution of your estate
- Minimize conflict between family members over estate distribution
- Create a legacy supporting causes you care about
Through the sophisticated use of trusts, living trusts, business entities, planned giving strategies, and other estate planning tools, the estate planning attorneys at Weatherby & Associates, PC can often help people do more with their estate than they thought possible, including:
Our seven-step Family Estate & Legacy Program® is tailored just for you to assist you build the plan best suited to you. Click each of the steps in the process below to learn more:
LIFEBRIDGETM ENSURES A SUCCESSFUL ESTATE PLAN
To ensure your loved one continues to get the best care and to ensure the plan achieves your intended goals and doesn’t become outdated or ineffective, clients’ families have the option of participating in our LifeBridgeTM program, which includes regular check-ins with the client and regular updating of planning components. Click here to find out more about LifeBridgeTM.
Estate Planning is for Everyone, Not Just the Wealthy
You don’t need to have millions of dollars in assets to benefit from estate planning. Good estate planning can benefit anyone by giving them more control over distribution of their assets, minimizing loss to probate costs and taxes, and preparing in advance for health care needs. Wills, living wills, advance health care directives, powers of attorney, insurance policies, and accounts with beneficiary designations are estate planning tools that anyone can benefit from and use to leave more for family and loved ones. Many people are also surprised to find they can benefit from sophisticated planning techniques using trusts and business entities even though they don’t consider themselves wealthy.
Discover how you can do more for yourself and the people you care about with custom estate planning from Weatherby & Associates, PC. Call our estate planning attorneys today to schedule a free consultation: 888-822-8778 (Toll Free)