LEARN THE DIFFERENCE BETWEEN A WILL AND TRUST
HOW TO AVOID PROBATE AND KEEP YOUR AFFAIRS PRIVATE
LEARN HOW TO PLAN FOR AND PRESERVE ASSETS IF YOU ARE INCAPACITATED
HOW TO NAME GUARDIANS FOR MINOR KIDS AND PROTECT THEIR INHERITANCE WITH A TRUST
4 BASIC COMPONENTS OF AN ESTATE PLAN
HOW TO PLAN FOR REAL ESTATE, IRAs, BANK ACCOUNTS, BUSINESSES, AND OTHER PROPERTY
LEARN HOW TO DESIGN AND CREATE A FAMILY PROTECTION ESTATE PLAN
Ken Nance Law - Estate Planning Process
Our Estate Planning process is comprised of an initial consultation to discuss the client’s goals, wishes, and objectives for the disposition of their estate. This includes planning for incapacity and death.
We help the client plan for the disposition of their assets to beneficiaries, including real estate, personal property, business interests, retirement accounts, IRAs, brokerage accounts, life insurance, vehicles, and most everything else.
We help the client devise a plan for guardians of any minor children and trusts/testamentary trusts to manage assets to take care of minors or incapacitated beneficiaries.
Most estate plans include a Will, Financial Power of Attorney, Healthcare Power of Attorney, and a Living Will. Some plans will also include a Revocable Living Trust - based on the client’s needs.
Once we put together a desired plan and strategy, our clients meet with us to sign their documents and review any concerns and questions they may have.
We welcome the opportunity to help you create or update your estate plan!
SETTING UP YOUR FREE STRATEGY SESSION IS EASY.
JUST FIND A DATE AND TIME BELOW THAT WORKS BEST FOR YOU OR YOU CAN CONTACT US DIRECTLY USING THIS FORM.
I LOOK FORWARD TO SPEAKING WITH YOU!