To do this, we conduct a Wealth Planning Session, where we will review your current estate plan and decide if the current plan reflects your true values and wishes for your family. If you decide that your current plan is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit your needs and share your values with your loved ones.
The foundation of your estate plan will often include a revocable living trust, which will hold your property for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
Boone Legal will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.