Lake Country Estate Planning

When you think about estate planning, what’s the first thing that comes to mind? Guardians for kids? Retirement accounts? Life insurance? Your legacy?When you think about estate planning, what’s the first thing that comes to mind? Guardians for kids? Retirement accounts? Life insurance? Your legacy?

I have a visitor in the office this morning! He’s one of my FOUR reasons for getting my own plans in order. I don’t want him or my wife to be stuck going to court just to get access to property or accounts that are held in my name only. Parents: ... Take a look at your accounts- who are your designated beneficiaries? If you don’t have any, your spouse or kids will have to go to court to get the money in those accounts. Do you own your home or any land- who is on the deed? If it’s only you, your spouse or kids will have to go to court to get the house when you’re gone. It took you a lifetime to build up the assets that you have. Do you want your kids to have those all at once? If you have young children, do you want them to have it when they turn 18? Do your family a favor and sit down with someone who can walk you through the steps of protecting your family and preventing them from having to go through the court process after you’re gone. Do your kids a favor and sit down with someone who can walk you through the steps of protecting your kids from making mistakes with the assets they will inherit. Let Lake Country Estate Planning help you protect your family from the cost and conflict that will come when they have to go to court. 706-752-5262

I want to know YOUR questions about estate planning! I've been posting videos about topics I think are important for everyone to know, but I want to know what YOU have questions about. Drop you question in the comments below or DM me and I'll answer it in an upcoming video!

The Dark Side of Legal Guardianship - https://mailchi.mp/lake/the-dark-side-of-legal-guardianship

What is you least watched YouTube video? - https://mailchi.mp//what-is-you-least-watched-youtube-video What is Probate? Does your family have to go to Court even if you have a will?

"Shopping Around" can be dangerous - https://mailchi.mp/la/when-shopping-around-can-be-dangerous The least expensive plan is not worth the paper it is written on once you have left the attorney's office your life changes, the law changes, and your assets change over time; your plan needs to keep up with those changes. And, the truth of the matter is that a lawyer can not afford to provide anything more than documents that will not get updated when you only pay a few hundred dollars for a plan. The business model does not work.

An Unanticipated Wrinkle - True Story of a DIY will - https://mailchi.mp//an-unanticipated-wrinkle-true-story-of

And be careful because they are always watching

What if you don’t have a will?

Do you need anything other than a will to make sure you and your family are protected? Call me to schedule a family wealth planning session and I will go over everything with you to make sure your family is protected. Mention you watched this video and I’ll waive the normal fee! 706-752-5262

If this is you, you need a personal family lawyer to make sure your planning is in order. Give me a call.

7 Ways to Save on your 2020 Taxes - Part 2 - https://mailchi.mp//7-ways-to-save-on-your-2020-taxes-part

When we talk about estate planning what do we mean? What is estate Planning? Is it just making wills? Watch this video to find out.

Protect your family by making sure handling your estate is as easy as possible. If you don't create a valid plan yourself, the STATE has a plan they made for you, and I can promise you it is not what you would choose for your loved ones. Even families of modest means need the guidance of a professional when dealing with things as important as estate planning.... Call me to schedule a free 15 minute phone call to see what your family needs and how I may be able to help you. 706-752-5262

What is a will? Watch the short video to find out. If you have questions about creating a will for yourself and your family, or about reviewing your existing will, give me a call or schedule a planning session- see the comments below. 706-752-5262