Do I have an estate worth planning?
Clients are often surprised to learn that everyone has an estate worth planning. Contrary to common perception, planning is not only for retired people or wealthy people. Estate planning truly benefits everyone, regardless of such factors. Planning in advance allows clients to determine how their property will be transferred when they pass away. Further, creating an estate plan helps clients ensure they have the right people taking care of their children or themselves should they become incapacitated. Julia refers to these individuals through the design process as helpers. Julia spends a lot of time with her clients making sure they designate helpers they trust given the large role they play in either the care of the incapacitated client or in the administration of the estate.