“Estate planning is for the wealthy.” “I don’t have any assets so is it worth it?” “I don’t want to think of those negative things.” “I don’t have money to pay a lawyer.” “I have my wishes written down on a napkin somewhere.” “My spouse knows my wishes.” “I don’t have time for that.” “My…
At Irama Valdes, P.A. we look forward to getting to know you and your family in order to create an effective estate plan that reflects your wishes and flows with your family’s unique dynamics. Families have different structures and finances and thus require an estate plan that accurately represents them. You are unique: So is your estate plan. A properly tailored estate plan is a tool your family can use in the event you become incapacitated, providing you with peace of mind that both your wishes are being followed and that your finances are handled according to your standards.
So, what’s included in your estate plan? During the initial consultation, we take the time to explain each of these documents in detail and discuss with you whether or not you need them for your plan. The documents most often included in estate plans are: