Integrity. Transparency. Excellence. Passion.

Protecting Your Assets And Future Through Effective Estate Planning

Last updated on February 28, 2024

It may be a preconceived notion that if you do not possess any assets, a home or a large financial estate, then you do not need to plan your estate. This is completely false. Estate planning protects not only what you have now but also what you may own or inherit later in your life. By protecting your estate and yourself, you are also protecting your family.

Our attorney, Jazmin G. Caldwell, is well-versed in estate planning and estate administration. Ms. Caldwell has prepared countless estate plans, including complex estate plans and trusts. She is the attorney you need if you want to feel good and knowledgeable about your estate plan. Ms. Caldwell also handles disability claims.

Our law office wants you to be comfortable and confident in the estate planning decisions you make. We can help you in the following ways:

Estate planning can help your family make important decisions during difficult times. It is never too late or too early to start your estate planning. The time to make your wishes known is “today.”

Whether you need a will, a trust, a power of attorney or an advance health care directive (living will) because you have been diagnosed with a serious illness, Elder Law & Estate Planning Solutions is available for all your estate planning needs.

Being proactive is the best preparation!

Will Packets

Our office offers a convenient estate planning packet that includes a comprehensive will, advance health care directive, auxiliary health care documents, health care power of attorney and a durable general power of attorney (if required). These documents can also be offered as single estate documents.

Estate planning decisions are not easy to think about or convey to loved ones; however, if you want your wishes to be honored, be prepared, set your plan and remember that being proactive is the best preparation!

Last Wills And Testaments, Living Wills (Advance Health Care Directives), Powers Of Attorney And Trusts

These legal documents are commonly confused because of their similar-sounding names. While all three are vital estate planning tools, each one serves a distinct purpose. Here are some of their key differences:

  • A last will is a vital legal document in your estate plan. It is used to distribute your assets and property to your beneficiaries, dictate your last wishes and appoint guardians for your minor children. Without a last will, the court will make these decisions on your behalf.
  • A living trust allows you to transfer property to beneficiaries before you die. One benefit of a living trust is that it is not subject to probate, which can save your loved ones’ time and money by avoiding probate court.
  • A living will lets you outline important health care decisions in advance, such as whether or not to remain on artificial life support.
  • A health care power of attorney allows you to appoint someone you trust to make critical health care decisions for you if you cannot.

We can prepare a comprehensive will packet for you that will prepare you for a number of future events that includes all types of powers of attorney.

Empowering Clients Through Estate Planning Seminars

If you have a group that is interested in learning more about estate planning, our office is here to help. Our law office has conducted will seminars for various organizations.

Call Elder Law & Estate Planning Solutions To Start Planning Your Future

Our practice is committed to helping the community understand that there are many options available in estate planning. Contact our firm online by sending us a message or calling us at 704-859-8998 to speak with an attorney.