Wills, Incapacity Planning and Timelines
We are passionate about estate planning because we administer estates every day and repeatedly see how proper planning builds family legacies and strengthens family bonds. Regardless of the size of your estate, it is very important that you have a plan in place. A will is often the foundation of the estate plan, but an estate plan is not just a list of who receives your money and things. Make sure you have a will to name guardians for your minor children and then have a complete plan to address incapacity and tax planning as well.
This estate planning timeline contains some of the major milestones that many of us will pass during our lives. When you hit one of these milestones, it is important to think about estate planning, incapacity planning, and tax planning. If you have any questions about estate planning or would like to schedule a complimentary consultation to discuss estate planning, please call us at 503-641-6262 or email us at firstname.lastname@example.org.
A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight feedings, and seemingly endless diaper changes, estate planning is likely the last thing on your mind. And yet, making an estate plan that includes a will to name guarduans for your children is a relatively simple task that can bring an immense sense of security to your growing family. Here are the basics.
The incapacity of a loved one is often more traumatic for a family than the expected passing of an older parent. This emotionally challenging time is made worse by feelings of denial, anger, and resentment. We believe that it is very important for families to come together during this period. The incapacity planning we do at M&B makes for the smoothest transition possible.