Making plans that your family will be cared for after your death can provide you with peace of mind during your lifetime. One of the key steps to this planning is to make sure your estate documents (including wills and trusts) are up to date.
With a will or a trust, you control how your assets are handled at your death. You determine who will receive money or assets at your death. You know best whether your beneficiaries can handle money now – or whether it should be managed by someone else for a period of time. You can also set conditions on a beneficiary’s receipt of the funds (i.e. no drug use, must graduate from collect, etc.).
Estate planning allows you to select the people who will care for your most precious possessions. You may select guardians for your children, trustees for your assets, and health care representatives for your own health care needs.
We offer flat-fee estate packages. A trust package includes a Trust Agreement, Certification/Memorandum of Trust, Will, Durable Power of Attorney, Advance Directive and assistance with funding the trust. A Will package includes a Will, Durable Power of Attorney and Advance Directive. We also offer services at an hourly rate to review prior Wills/Trusts, draft Amendments, prepare Durable Powers of Attorney or Advance Directives alone, or simply to provide advice about the process. Please note, Hansen & Larson, LLC does not provide tax advice and may not be appropriate for high net worth estate.