Create an Estate and Elder Plan So You
Can Face the Future with Confidence
Use a combination of legal tools, such as wills, trusts, and powers of attorney, to
take control of your future, protect your assets, and provide for your loved ones.
The Future Can Be Scary. If You Don’t Have a Plan, You Risk:
Paying too much in taxes
People fighting over your possessions
Neglect or abuse
Making things hard for your family
The state taking over
Not having enough money as you age
Being unprepared isn’t worth the risk.
The Future Can Be Overwhelming and Uncertain.
We won’t stop until you have an estate and elder plan that will handle whatever lies ahead.
- One-on-one consulting with Joshua E. Hummer, Esq. and our estate planning specialists to determine your individual needs
- Thorough, personalized, and highly accurate legal documents to accomplish your goals
- Instructions on how to organize and maintain your plan after you have your documents in hand
- Continued relationship with our team to ensure you, your agents, and your family have professional legal support through each season of life
What to Expect From Our Four Step Process
Here are the steps we’ll take to get you the plan you need.
Step 1: We Listen and Explain
We start by getting to know you. We will spend time asking you questions about your relationships, your assets, and your goals, so that we can get a holistic view of your situation. This will help us be able to make a recommendation about which legal tools may work best for you as you create your Relational Estate Plan. We will also give you plenty of time to ask us questions about our philosophy and what the process of planning your estate looks like.
Step 2: We Develop a Plan to Accomplish Your Goals
After we’ve spent some time together and we have the details we need, we will present you with a proposed plan that addresses your specific goals. We will list each of the legal and non-legal tools we think will help you and explain how they function. We will tweak the plan as needed until you are comfortable with it, and then we will move forward to Step 3.
Step 3: We Craft Your Estate & Elder Plan
As we begin crafting your estate and elder plan, we will thoroughly review all the information you have given us, then draft the first version of your legal documents. After we have drafted them, we will send them to you for review. We will make as many changes as you want, and we will exchange the documents with you as many times as necessary until you are confident that they will accomplish your goals.
Step 4: We Implement Your Estate & Elder Plan
After you have approved the legal documents, we will schedule a time for you to come into our office to sign them. Once the documents are signed, we will make a copy of the originals for our files, then give the originals back to you in an organized binder. We will then give you instructions on how to store and use each document moving forward.
Who We Are
We are a team of legal professionals who are passionate about helping people gain confidence and peace of mind about the future.
Several years ago, we switched our focus from practicing in many areas of the law to specializing in estate planning, estate administration, and elder law. Death and aging gives people perspective about life and what is important to them, and we have found that estate and elder planning provide a unique opportunity to express those values and care for those they hold dear.
We love to hear our clients’ stories and come alongside them as they seek to protect and themselves, their families, and their assets. We hope you will reach out to us and join the many people who have found confidence and peace of mind through estate and elder planning!
