The Time to Protect Your Future is Now!
Who Needs Estate Elder and Disability Planning?
More than half of Americans don’t have a will or living trust. No need to worry, we're here to help. In just a few short meetings, we’ll develop a personalized estate plan to meet you and your family’s needs.
More than half of Americans don’t have a will or living trust. No need to worry, we're here to help. In just a few short meetings, we’ll develop a personalized estate plan to meet you and your family’s needs.
If One or More of the Topics Below Describe Your Situation, You Need an Estate Plan! Click to Learn More...
i am over the age 18
Children under the age of 18 are protected by their parents’ estate plan. However, everyone over the age of 18 needs to have his or her own estate plan. This is because once you turn 18, your parents can no longer act on your behalf without proper legal documentation. Regardless of your age, everyone should have a plan in place in case anything should happen to them.
i own a bank account, a car or a home
Estate planning is not only for the rich. If you have a bank account with any amount of money in it or own any type of property (a cell phone, jewelry, car, home, etc.) and want to control who gets your property if you pass away, you need an estate plan.
I have minor children
It is crucial for people with children under the age of 18 to have an estate plan. Through the execution of a Last Will and Testament, you can appoint a guardian for your children in the event that you (and your spouse) become incapacitated or pass away. If you fail to appoint a guardian and you (and your spouse) pass away or become incapacitated, the court will ultimately decide who raises your children.
I have financial responsibilities
If something happened (accident, medical condition) and you became incapacitated, someone would have to petition the court to be appointed your agent in order to maintain your finances (pay your bills, etc.). By executing a Durable Financial Power of Attorney, you are able to control who makes your financial decisions if you become incapacitated, without requiring the court’s intervention.
I want to be in control of medical decisions
If something happened (accident, medical condition) and you became incapacitated, someone would have to petition the court to be appointed your agent in order to make medical decisions on your behalf. By executing a Durable Medical Power of Attorney, your appointed agent would be able to make medical decisions on your behalf without having to go to court.
Here at Tacoma Elder Care, our goal is to bring the peace of mind that comes from knowing that you have prepared for the inevitabilities of life. We accomplish this by working with you one-on-one to build a plan that goes beyond the mere preparation of legal documents. What we do:
Some estate planning documents are executed and effective while you are alive, so that your assets and personal affairs are carefully managed in the way that you want, even if you are no longer able to manage them on your own. These documents are often used to preserve assets if a nursing facility, or another type of long-term care, is needed. They include:
- We want to understand your wishes and vision before we prepare an estate plan for you. We go beyond the client meeting and take the time to get to know you. We want to understand your goals and help you define your wishes, which will help us develop an organized estate plan that reflects who you are, your life, and the ideals that you live by.
- We will respond to your questions and address your concerns, both large and small. Our focus is to prepare a highly personal and customized estate plan that is tailored just for you.
- Your estate plan indicates how you want your assets to be managed during your lifetime, and how you want them distributed upon your death. A carefully considered estate plan often includes legal documents and directives that state your wishes and authorize the people you trust to assure that your estate planning goals are accomplished. A successful estate plan will not only give you peace of mind but establish your legacy.
Some estate planning documents are executed and effective while you are alive, so that your assets and personal affairs are carefully managed in the way that you want, even if you are no longer able to manage them on your own. These documents are often used to preserve assets if a nursing facility, or another type of long-term care, is needed. They include:
- Financial powers of attorney
- Health care powers of attorney
- Health care advance directives/Living Will
- Mental health directive
- Trusts
- Last wills and testaments
- Trusts
- Beneficiary designations
Get Started by Filling Out Our Estate Planning Questionnaire: