Life & Estate Planning: Protecting Yourself
and Those You Love
I’M HERE TO HELP. LET’S SCHEDULE A TIME TO TALK.
What is it Like to Work with Schroeder Larsen Law, PA?
I care deeply about my clients and want them to feel safe and comfortable talking with me about these deeply personal decisions. Traditionally my motto was, “I will meet you where you will be most comfortable.” That could be my office, a coffee shop or your own living room. Today this means the liberal use of video conferencing and telephone calls whenever possible. When video and phone calls are insufficient, in-person meetings are held with our mutual safety in mind. I will always wear a mask and ask you to do the same when we meet in my office to sign documents.
I use a cloud-based case management system that helps me track your Life & Estate plan from start to finish, simplifies the exchange of documents, and keeps our correspondence together. I know though, that computers and technology are not for everyone. It may take longer, but if we need to go “old school” to exchange information, I have a process for that too.
Want to know more?
Protecting Yourself
Protecting Yourself
Life can change without warning. In an emergency you may need someone to make medical or financial decisions for you in a hurry. To retain as much control as possible and make it easy for someone you trust to make those decisions, every adult should have a durable power of attorney for medical and financial decisions.
Protecting Those You Love
Protecting Those You Love
If death or incapacity makes it impossible for you to take care of those you love, a Will or Will and Trust combination can make the transition easier by laying out a plan for who should make decisions, who should raise your minor children, how and for whom your money should be used. Without a plan the process is harder and the decisions are out of your control.
Passing on the Inheritance
Passing on the Inheritance
Even if raising a family is not your concern, you still want to decide how your hard-earned money will be used after you are gone. You want to make your assets are used in a way that reflects your values. A trust-based plan is flexible, gives you control during your lifetime and well beyond.
When Should You Talk to Your Estate Planning Attorney?
When Should You Talk to Your Estate Planning Attorney?
• Turning 18 Years Old
• Starting a life with a partner or a family
• Embracing the Empty Nest
• Change in family situation
• Change in financial situation
• Change in health situation