Are you over the age of 18?
Do you own a bank account, car, or home?
Do you have minor children?
Do you have financial responsibilities?
Do you want to be in control of your medical decisions?
Will you die at some point? (p.s. We know this is a harsh question, but the reality is we all will die at some point. Unfortunately (and maybe fortunately) we don’t know when that point is.)
If you answered yes to one or more of these questions, then you need estate planning!
Estate planning does not have to be expensive or complex. In fact, we enjoy making it easy and affordable for you! At Fortman Law we will develop a personalized estate plan that meets you and your family’s needs.
Estate planning not only protects your assets, it dramatically reduces the complexities and hardships incurred by your family when you ultimately pass. Our goal at Fortman Law is to make it both easy and affordable now and later when the plan is needed most.
Creating an estate plan involves a lot of planning options including:
Last Will & Testament
Durable Power of Attorney
Durable Medical Power of Attorney
Healthcare Directive (Living Will)
Payable on Death Designation/Transfer on Death Designation
Revocable Living Trust
Irrevocable Living Trust
At Fortman Law, we will simplify your options into an easy, affordable plan that meets you and your family’s needs. The first step is to contact us at Fortman Law and set up your initial complimentary meeting.
At the initial complimentary meeting we will:
Get to know you and what is important to you;
Review your financial landscape including your assets and liabilities;
Discuss your goals in connection with estate planning (e.g. protecting assets, providing for loved ones, charity, etc.);
Go over the current and potential risks;
Identify planning options and assess each of those options;
Make a formal recommendation regarding the planning steps we believe you should take in order to achieve your goals and address your risks; and
Provide you with a fixed fee quote for the recommendation.
Contact us today to set up your initial complimentary meeting! At Fortman Law we offer in person (including a “we come to you” option) and virtual meeting options. Just let us know which you would prefer!