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Whether you are just starting a business, are an experienced entrepreneur, or would just like to make sure your loved ones are protected in the event of a death, we would be pleased to have a conversation to see whether we are a good fit for each other.
We help our clients put plans in place to help them (and their loved ones) in the event of their disability or death. We also help them navigate through the process when disability or death occurs.
We educate, counsel and guide our clients so that they understand their options, consider alternatives and are able to make informed decisions that give them comfort. We then prepare the legal documents (e.g. Will, Revocable Living Trust, Health Care Power of Attorney, Property Power of Attorney, Irrevocable Life Insurance Trust, etc.) that make our clients’ decisions legally enforceable. The documents are designed to accommodate certain unknown future events, reduce time delays, avoid problems, and take advantage of opportunities.
Through planning, our clients can determine how they want things to happen and who they want to help take care of things in the event that they are unable to do those things for themselves. Proper planning can help provide financial security for our clients and their loved ones, protect their families (from themselves and others), reduce frustration, minimize legal fees, avoid Probate Courts, minimize estate taxes, and take control of the process. This can only be achieved through an estate plan, and without this, the outcome is determined by state and federal laws, Probate Courts, lawyers, doctors and complete strangers.
Whether or not an estate plan is in place, we counsel our clients to help them determine what makes sense to them now, and not focus on what they may have wanted 10 years earlier. Clients often engage us to tell them whether their existing documents still make sense in light of their current goals or whether revisions would be advisable.
Important issues facing our loved ones could also have a significant impact on us. Accordingly, we recommend that people not only plan for themselves but also encourage their loved ones to plan. For example, if your parents have no plan, who do you think will be left to deal with the consequences? A good plan will not just help your loved ones upon your death but will also help you and your loved ones in the event that estate administration is required.
Contact Baker Hartley P.C.
Whether you are just starting a business, are an experienced entrepreneur, or would just like to make sure your loved ones are protected in the event of a death, we would be pleased to have a conversation to see whether we are a good fit for each other.