- SERVICES
- ESTATE PLANNING
Can I DIY My Estate Plan?
Most DIY plans do not work because much of what passes for estate “planning” is little more than a “copy and paste” into a
Even more problematic are DYI attempts to transfer assets through joint deeds and jointly held accounts and assets.
These measures frequently cause more problems than they resolve.
We Are Professional Estate Planners
At Whipp Law we take the time to educate you and get to know you, your family, your concerns, and your goals.
We will design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.
Do you know?
Do you know what would happen to you, your loved ones, your money and everything else you care about if something unexpected happened to you?
If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.
If you do not have an estate plan, then your state has a plan for you, and it’s probably not what you want.
Take Control Of Your Estate
The foundation of your estate plan will often include a revocable living trust, as well as a will, power of attorney, health care directives, and guardianship nominations if needed.
When done correctly and maintained over time, an estate plan will help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.
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