Estate Planning, Wills and Trusts

MAKE A PLAN TO LEAVE THE ONES YOU LOVE WITH LOVE WHEN YOU LEAVE

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?

If you have an estate plan that’s out of date, it could result in your assets being lost to the State Unclaimed Property Division, or to an unnecessary Court process.

DO YOU KNOW EXACTLY WHAT WOULD HAPPEN TO YOUR LOVED ONES OR ASSETS IF YOU WERE TO LEAVE TODAY?

If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

How Can P.A. Lundy & Associates Help You With Estate Planning?

We conduct a Family Wealth Planning Session, where we spend time together and inform you.  Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life.  One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

With Do It Yourself estate planning options force you into a “plan” that a “system” thinks is right for you then dumps your information into a template. That’s not estate planning, instead that is more like a word processing “find and replace” function then print.  Bottom line – THAT IS NOT EFFECTIVE!

P.A. LUNDY & ASSOCIATES WILL ENSURE YOUR UNIQUE SITUATIONS ARE NOT IGNORED.

The team at P.A. Lundy & Associates will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved one’s out of court and out of conflict.

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. P.A. Lundy & Associates will share our expertise in helping you to protect your MINOR CHILDREN.