Estate Planning for You

Creating an estate plan is essential if you want to protect yourself and your loved ones.

You start with incapacity planning to ensure that if you suffer an illness or injury, the right people are in place to manage financial and medical issues for you.

Next you have a plan for what happens if you die. You should think ahead regarding how your assets will pass to the next generation, because you don’t want these important decisions to be made during a period of crisis. Nor do you want to put the entire burden of these decisions solely on your spouse, or worse yet, rely on the state bureaucrats to decide who receives your assets. For this you need a will or a revocable living trust that is tailored to your specific needs.

Lastly, estate planning is far more than finances and taxes. Surveys indicate that few families discuss issues that are most important: for example who will care for a loved one or who will ensure that a family member finishes their education. Few also discuss values and life lessons, for example religious faith, the importance of a strong work ethic, having a sense of ethics and morality, and being charitable.

At NEET, estate planning goes beyond mere document preparation. Attorney Adam Bartsch will assess your needs, discuss your options for moving forward, talk through the pros and cons of various approaches, alert you to hidden landmines, and design the portfolio of documents that forms your estate plan.

Call 802-985-8811
for a complimentary initial consultation
and review of your existing estate plan.

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181 Falls Road, Shelburne, VT 05482
| Phone: 802-985-8811

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