Wills, Trusts & Estate Planning
A will enables a testator (the person making a will) to make sure that his or her family and loved ones are provided for and his or her possessions and property will be distributed in accordance with his or her wishes. Updating one’s will is usually recommended (or should at least be considered) after significant life events such as, but not limited to, the following:
■ birth of a child
■ moving to a different state
■ significant change in financial circumstances
■ death of a person referenced in the will
If you were to pass on without a valid will, the state’s laws would determine who inherits from you and what they inherit; you and your loved ones would have no choice in the matter. This is too important of an issue to ignore.
Clients who need will services often also want and need living will, healthcare power of attorney, durable power of attorney, and HIPAA documents prepared.
Please click here to contact us about your estate planning needs: contact McGrath & Spielberger about wills trusts and senior planning services.