Category: Estate Planning
What’s included in an estate plan?
When Julia prepares an estate plan for her clients, she includes vital additional documents such as Advance Directives, Powers of Attorney, and Dispositions of Remains. She also works with clients to ensure the funding process is properly completed for revocable living trusts so that the trusts work the way clients intend. Call or email today to […]
What kinds of things do I need to plan for?
There are numerous other reasons to plan in advance, including protecting assets for children should a spouse remarry; ensuring a beneficiary with special needs does not have government benefits disrupted, minimizing tax liability, and avoiding probate. Spouses often worry that the surviving spouse might unintentionally disinherit their children by marrying again. The survivor may wish […]
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 […]
How can you help with my estate plan?
Julia Rice creates and drafts custom estate plans that are tailored specifically to her clients and their needs. When it comes to estate planning, there is no such thing as one size fits all. The complexity of the plan depends on clients’ estates and their estate planning goals. Julia works with her clients, along with their […]