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Planning for your future doesn't have to be scary, in fact it can be exciting if done carefully with the help of legal and financial professionals!
What is Estate Planning?
When most people think of estate planning, they first think of writing a will. While some families find that a simple will addresses all of their estate planning needs, many families who have a will based estate plan are surprised to know that even the best will cannot avoid probate proceedings. The advantage of a will is that, during probate proceedings, the court will generally follow the desires expressed in the will.
Inter Vivos finds that most individuals and their families prefer to avoid the future costs and delays of probate by establishing a comprehensive trust plan for their estate. The reality is that most families begin needing basic estate planning when they have children and own a home. A basic estate plan can avoid the costs, delay, and publicity of probate, as well as protect property and loved ones during periods of incapacity.
Estate plans include Living Will, Healthcare Directives, Power of Attorney and Financial Directives, Trust Creation and Funding, Trust Signing and Notarizing
Thus many families need comprehensive planning without realizing it. Inter Vivos helps families receive comprehensive planning for their needs, as simple or complex as those needs may be. Contact our attorneys to schedule a consultation and understand your planning needs today!
Schedule a free consultant or call us (855) 355-1060
Estate Planning Process
Now, that you have decided to set up a plan, Give us a call!
Schedule a Design Meeting
Once you have contacted us, we will schedule a consultation for you with a qualified attorney that is suited to handle your estate needs and they will talk you through the options and what things you need to consider to complete your documents.
Signing and Notarization
After you and our staff have decided on the right structure for you, they will complete your legal documents then you will need to sign and have documents notarized.
After you set up your trust, you need to transfer your assets such as real estate holdings and retirement accounts.