The Law Office of Andrew S. Lee, P.A.

Your legal counsel,

an advocate for your best interests

   Home      Estate Planning
Estate Planning and Probate Administration
Preparing a Will, a Living Will, a Health Care Power of Attorney, a Financial Power of Attorney and possibly a Revocable Living Trust are important and essential documents for the protection and well being of you and your family.  You have car insurance, so why don't you have an Estate Plan as well? 
Have a plan. Follow the plan, and you'll be surprised how successful you can be. Most people don't have a plan.
That's why it's easy to beat most folks.
- Paul "Bear" Bryant, football coach, University of Alabama's Crimson Tide

By failing to prepare, you are preparing to fail.
- Benjamin Franklin

Planning is bringing the future into the present so that you can do something about it now.
- Alan Lakein, writer

Planning is a process of choosing among those many options. If we do not choose to plan,
then we choose to have others plan for us.
- Richard I. Winwood


Is it really that important? The one word answer is YES.

Estate Planning is about exercising control of the events of your life now, as well as events that will occur after your death. It is about making sure that your property is distributed according to your wishes, and more importantly, it is about caring for your loved ones and ensuring that you have done everything possible to provide directions, resources and a plan for their continued well-being after you are gone. The time and effort you commit to preparing an estate plan will be one of the most important and thoughtful gifts you provide to your family in your lifetime.

Intestate Laws

No matter which of the 50 states you live in, each state has intestate laws which provide how property will be distributed for those persons who die without a will. It is in essence, a default mechanism, to allow the State to implement a standard procedure for distributing a decedent’s property instead of trying to guess who he or she would have wanted each item to go to. By preparing your Will and engaging in Estate Planning, you retain control of the decisions regarding your property and family and may exercise that discretion in ways personal to yourself by making clear who gets what.

1. Choosing an Executor or Personal Representative

Being able to choose who shall be entrusted with the responsibility of carrying out your wishes pursuant to your Will and Estate Plan will provide great relief and comfort to you. It may be your spouse, a sibling, a dear friend, or someone else you trust, but whoever you choose, by preparing your own Will, you have retained the right to make your own decisions rather than leave important decisions affecting your family and your assets to intestate laws or a probate judge.

2. Parents with Children under 18

If you have young children, your Will should also provide who you choose to take care of the children in the event you die before they become adults. You appoint a Guardian, someone you entrust your children to, someone who will give you the peace of mind that your children will be loved, and raised in the manner you would have provided. Most choose the surviving parent, but an alternate Guardian should be specified as well in the event both parents were to die simultaneously. Without a Will, A Judge is forced to decide who he or she thinks is the best person to entrust the responsibility of caring for your children.

3. Minimizing the stress and expense on your family after your death

Dealing with the death of a loved one is a sad and stressful process. While there is little one can do to lessen the emotional process for a family dealing with the loss of a loved one, a Will and Estate Plan can minimize and even eliminate any financial strain on your family immediately following your death. By utilizing your Will and other Estate Planning tools, you can provide cash liquidity so that there is no disruption to their everyday life activities and you can minimize or eliminate unnecessary expenses or taxes to preserve and protect more of your assets for the benefit of your family.

Health, Wealth and Happiness.  Three things we all most covet in our lives.
Schedule a Family Estate Plan Review with us.  It's that important.
Call us today.  Let's talk about it. (954) 440-2536.