A well-designed estate plan will allow you to:
- Keep control of your assets while you are alive and well
- Protect you and your assets should you become incapacitated
- Transfer your assets to whom you would like, when you would like,
and in the way you would like
- Avoid taxes, reduce costs and limit professional court fees
PLAN NOW FOR THE FUTURE…
PROTECT YOUR FAMILY AND YOUR ASSETS
It is essential to plan your estate or trust in advance, since it allows you the opportunity to make the right decisions that protect you and your family’s future.
Working with respect and dignity, Lewman Law, APC ensures that you and your family fully understand the options and intricacies of your plan, so that each step is clear.
It is Important to Keep Your Plan Current
Although you may have already set up a trust or written a will, have you kept it updated? Does it still accurately reflect your wishes? Periodically having your estate plan reviewed will ensure that it is compliant with any laws that have changed and make certain that any life changes that have occurred over time will be addressed.
John and his team will personally get acquainted with you and your family throughout the estate-planning process, to create the ideal plan for your family’s individual needs.