Do you have a simple Will package?

Due to recent events that have happened in my life, I feel it necessary to advise anyone reading of the importance of a Will.  People often do not have documents in place to guide their loved ones in a time of tragedy making the awful occurrence even more stressful.  A simple Will is a document that allows you to direct to whom your property will go, direct who will be in charge of your estate, and who will be nominated as guardian of your minor or disabled children, if any. A simple Will involves no estate tax provisions, little paperwork, no trusts, and no complicated specific gifting provisions which makes this type of Will not appropriate for everyone.  This Will works best for individuals with all assets well under one million dollars ($1,000,000).  A simple Will does not require a lot of paperwork and is not expensive.  My simple Will package will allow you to designate an executor, a health care agent and a durable power of attorney.  An executor is responsible for gathering your assets and distributing them according to the terms of your will.  A health care agent would be responsible to make medical decisions on your behalf including decisions regarding life support if you were unable to do so yourself.  A durable power of attorney allows someone to act on your behalf  with respect to many duties such as banking, property, insurance, etc.  Most importantly, a simple Will allows you to designate a guardian for your minor or disabled children.  These documents are CRITICAL for anyone who wants to help ease their loved ones stress in a time of extreme difficulty.  Please contact my office at 407-217-5807 to set up a free consultation to for information on our simple Will package. 

Remember, taking care of yourself and your loved ones is most important in life. I care about you and your future! ~ Katie