Whether you need to adjust your Will to include your new born child or incorporate your 401K and investments into your estate planning, Ms. Kline is here to help you through the process. Her expertise enables you to provide your family peace of mind in knowing that you have laid out everything you want without intervention from the courts or State.
Ask yourself these questions:
Do you have a Will?
How do you want your estate to be distributed?
Who are your legal heirs?
Have you named an executor (responsible party for probating your Will and distributing your assets to your beneficiaries)?
Who will be the guardian and trustee for your minor children?
Who will be the guardian for your minor children after you are gone?
Who will handle your financial affairs should you become incapacitated?
If I have step-children, what unique situation arises if I die without a Will?
Estate planning is essential for families with minor children and blended families. These are just a few of the pertinent questions Ms. Kline outlines in her Estate Planning Questionnaire when assisting you. If you plan ahead, estate planning can be a simple, inexpensive process that will save you and your family time and money later, as well as eliminate unnecessary and expensive judicial intervention in your affairs.
Take care of the ones you love by establishing a Will.