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Safeguard Your Legacy: Why You Need a Licensed Estate Planning Attorney

Safeguard Your Legacy: Why You Need a Licensed Estate Planning Attorney

by | Mar 28, 2024

Planning for the future can be an uncomfortable topic. However, taking the time to create a comprehensive estate plan is essential for ensuring your wishes are carried out after you’re gone. An estate plan protects not only your assets but also your loved ones from unnecessary stress and confusion during a difficult time.

While there are online resources and do-it-yourself kits available, navigating the complexities of estate law is best left to a qualified professional. A licensed estate planning attorney, like Jeannette Marsala, can guide you through the process, ensuring your plan is legally sound, customized to your needs, and reflects your wishes.

Beyond the Will: The Comprehensive Benefits of an Estate Planning Attorney

A common misconception is that estate planning is simply about creating a will. While a will is an important component, a well-crafted estate plan goes much further. Here are some key benefits of working with a licensed estate planning attorney like Jeannette Marsala:

  • Expertise in Estate Law: Estate law is complex and constantly evolving. Jeannette stays up-to-date on the latest legal changes and can ensure your plan complies with all applicable state and federal laws.
  • Personalized Planning: Your life is unique, and your estate plan should be too. Jeannette takes the time to understand your family dynamics, assets, and financial goals. This allows her to create a customized plan that reflects your specific wishes and protects your loved ones.
  • Minimize Taxes and Probate Fees: Estate planning is not just about asset distribution; it’s also about minimizing your tax burden. Jeannette can develop strategies to reduce estate taxes and minimize probate fees, ensuring more of your assets go to your intended beneficiaries.
  • Protect Your Assets: A well-crafted estate plan can protect your assets from creditors and potential lawsuits. Jeannette can advise on strategies like trusts and beneficiary designations to safeguard your assets for your loved ones.
  • Avoid Family Conflict: Ambiguous or incomplete estate plans can lead to family conflict. Jeannette can help you create a clear and concise plan that minimizes the risk of disputes after your passing.
  • Future-Proofing Your Plan: Life circumstances can change unexpectedly. Jeannette can design a flexible estate plan that can be easily modified to accommodate future changes in your life, such as marriage, birth of children, or changes in assets.
  • Peace of Mind: Estate planning can be a daunting task. Working with Jeannette allows you to gain peace of mind knowing your affairs are in order and your loved ones will be taken care of after you’re gone.

Beyond the Basics: Services Tailored to Your Needs

Jeannette Marsala offers a wide range of estate planning services to meet the individual needs of her clients. Here are a few examples:

  • Will Creation and Review: Jeannette can draft a will that clearly outlines your wishes for the distribution of your assets. She can also review existing wills to ensure they are up-to-date and comply with current laws.
  • Trusts: Trusts can be a valuable tool for asset protection, tax minimization, and ensuring the smooth distribution of your assets to your beneficiaries. Jeannette can advise on various types of trusts and help you determine the best option for your situation.
  • Power of Attorney: A power of attorney allows you to designate someone to manage your financial and legal affairs if you become incapacitated. Jeannette can help you create a durable power of attorney that meets your specific needs.
  • Healthcare Directives: A healthcare directive allows you to express your wishes regarding medical care in the event you are unable to make decisions for yourself. Jeannette can help you create a living will and other healthcare directives.
  • Beneficiary Designations: Certain assets, such as retirement accounts and life insurance policies, have beneficiary designations. Jeannette can ensure your designations are accurate and reflect your wishes.

Invest in Your Legacy: Schedule a Consultation with Jeannette Marsala Today

Don’t leave your legacy to chance. By working with a licensed estate planning attorney like Jeannette Marsala, you can create a comprehensive plan that ensures your wishes are carried out, your assets are protected, and your loved ones are taken care of.

Jeannette offers a complimentary consultation where you can discuss your specific needs and goals. During this session, she will:

  • Answer your questions about estate planning.
  • Explain how estate planning can benefit you and your family.
  • Discuss the various estate planning options available to you.

By investing in a consultation, you’re investing in your future and the future of your loved ones. Contact Jeannette Marsala today to schedule your consultation and take control of your legacy. Don’t wait until it’s too late to protect your assets and ensure your wishes are followed. Take the first step towards securing your legacy by reaching out to Jeannette Marsala for a complimentary consultation today.