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4.7 stars | 64 reviews
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4.7 stars | 64 reviews
All of us at Davidson Law Group are extremely grateful you chose us to help you protect your estate. After listening and learning about what’s important to you, we’ve designed an estate plan for you and your family. You’ve executed that plan and have taken a huge step forward in ensuring your legacy.
The next step is to ensure your plan’s proper maintenance. The laws will change, your situation will change, your assets will change, and what is considered the “best practice” will change.
Because of those realities, we have created our Client Care Program, and we’d like to carefully consider whether or not membership in this program would suit you and your family.
Below are some specific benefits of the Client Care Program, which we believe is the most important part of the Lifetime Planning Process:
Should you opt into this program, our office will also reach out on an ongoing basis with invitations to our member-only events, and near the anniversary of your plan to schedule your Yearly Review.
Lastly, rest assured that we would contact you with any legislative, tax-related, or other changes that occur which may affect your plan.
Please know how much we value the relationship we have with you and your family. Our goal is to ensure that the plan you’ve created with us is diligently maintained so that it works smoothly for you when it’s needed, so we hope you’ll consider joining.
The first thing an estate attorney will ask you to consider is the important people in your life for whom you want to help secure a future. These important people can include loved ones such as your spouse, your children, your parents, your siblings, other relatives, or your friends. Additionally, important “people” can also include charities, universities, organizations, or churches to which you are committed. You may even have a special pet that you want to provide for in the event of your absence. Make a list of these “important people” with notes about their relationship to you. You are now well on your way to creating an Estate Plan!
When people hear the word “property,” they may think of a house or land. In this case, property refers to any asset you own or control. You will need to think through your assets in terms of their nature (cash, investment accounts, real estate), their value in thousands of dollars, and your ownership interest. Don’t forget to include any life insurance (death benefit), expected inheritances, or business interests. You will also need to ask yourself the following important questions: – Do I own my assets individually? – Do I own my assets jointly? – Do I have a special arrangement like a trust for my assets?
Once you have figured out the important people in your life and have identified your assets, you can then begin the last part of the estate planning process – making a plan for these people and your property in the event of your death or incapacity. To start this process, you need to ask yourself several important questions that are vital to your future, your loved ones’ futures, and the transfer and protection of your property. Who would you want to make financial decisions for you if you could no longer make them? What about medical decisions? Who would you want to have custody of your minor children in your absence? How would you divide your estate among your heirs?
If you're ready to embark on the journey of creating your estate plan, reach out to an attorney at Davidson Law Group. Your attorney will be dedicated to addressing your inquiries and providing you and your family with the assurance you need as your future unfolds.