What’s Estate Planning

A basic definition of estate planning is planning and preparing for the management of your affairs and the distribution of your assets upon your death.  While these are attributes of a basic estate plan, providing for the care, protection, and well-being of yourself and your loved ones in the face of life’s future eventualities, should include much more, and does, when planning with Sharline S. Green, P.C.

Estate planning with my office affords parents of minor children the opportunity to correctly name guardians, while avoiding common mistakes often associated with naming guardians.  Planning includes a discussion of the management of resources left behind for the care of your little ones, as well as the nature, liquidity, and availability of such resources, and its eventual distribution to your children; taking into account that special provisions may need to be made for beneficiaries with special needs (so distributions do not disrupt government benefits), and other beneficiaries that may need additional help handling their inheritance.

Planning with me also gives you a chance to leave instructions for how you wish to be cared for if you become disabled and are unable to manage your affairs as you currently do, and includes a discussion of how to protect you and your loved ones from the loss of your income due to sudden or extended illness or injury.

A good estate plan should be unique and reflective of an individual’s or family’s particular circumstances as well as a transfer of total wealth, which includes the passing on of family values, knowledge, and experiences.  Estate planning with Sharline S. Green, P.C. is a unique experience that is tailored to each client’s individual needs and goals, and includes a process to help you transfer your total wealth to your loved ones, preserving your legacy for the next generation.