Estate Plans change through the stages of life and have many purposes: (i) to name agents to make decisions for you if you are unable to do so, (ii) to decided how to dispose of your wealth, (iii) to name guardians for your minor children, (iv) to minimize taxes, (v) to avoid probate, and (vi) to provide for yourself as you age, among many other reasons. As a result, your estate plan may include different documents in different stages of life as well.
Over the next several weeks, we will discuss the different stages of life and the estate planning documents that might be appropriate at each stage. We will look at the documents that should be considered in each stage of life (Advance Directive for Health Care and Financial Power of Attorney), as well as, the other documents that might be incorporated into your plan based on your specific needs and situation.
We will specifically look at estate planning for young adults, young couples, midlife, empty nesters, and retirement. While the documents and concepts we will discuss are not all inclusive, the series will focus on the most common estate planning strategies as well as a few strategies that may be overlooked or forgotten. While your plan may be very similar to someone else’s plan, it should be crafted to meet your specific assets, stage in life and needs.
At Grissom Law, we work with clients in all stages of life to determine estate planning strategies that meet their specific needs. Contact us at 678.781.9230 to schedule an appointment to discuss your estate plan.
Disclaimer
This Blog/Web Site is made available for educational purposes only as well as to give you general information and a general understanding of the law, not to provide legal advice. By using this blog site you understand that there is no attorney-client relationship between you and Grissom Law, LLC.