Estate Planning requires preparation
A great estate plan is more than just a pile of documents. It is a road map to guide you and your loved ones through some of life’s greatest what-ifs. But it is not just any road map – to take you where you and your family want to go, it must be your road map. That is why we tailor every estate plan to meet our clients’ specific needs and objectives.
Estate planning involves making arrangements for how your affairs will be handled if you experience a serious injury, illness or death. Your estate plan typically consists of legal documents such as a Will, powers of attorney and trust, but can also consist of arrangements such as deeds, pay-on-death beneficiary endorsements, joint ownership with right of survivorship, etc.
Every estate plan is different and must be customized to your individual needs and concerns. At Ozdinec & Witzel, LLC, we work one-on-one with our clients to tailor your estate plan to your unique circumstances. We can even work with your financial adviser, accountant or other professionals as needed.
The Importance of Having An Estate Plan
We specialize in creating full estate plans. Drafting an estate plan now to state your wishes for later is essential. It allows you to declare how you want your affairs handled and by whom. If you become disabled or pass away without an estate plan in place, then your wishes may be unknown, questioned or not followed. Your estate may go through the probate process unnecessarily, or where an impersonal judge may make important decisions about you.
Creating an estate plan with our attorneys can help to avoid or reduce significant legal problems and expenses for your family. Additionally, most aspects of your planned estate are flexible and can be changed at any time.
Free Initial Consultation
Let us help you with your estate plan. Call our firm today at (724) 269-2103 to learn more during a free consultation! We offer flat fees agreements and payment plan options to make your services more affordable.