Estate planning is the process by which the distribution and disposal of one’s belongings and assets is arranged in preparation for when one passes on. It involves wills, trusts, beneficiary designations, ownership of property, powers of attorney and any gifts or trusts.
Developing an estate plan provides your family with an easily-administered plan of action to follow your end-of-life wishes. Well thought-out estate planning ameliorates any inter-family disputes or conflicts regarding the transfer and ownership of property and keeps the family intact.
Lucy’s lengthy experience with estate planning has resulted in peaceful family relations after the death of a loved one. She shows compassion and patience while working with the elderly and provides sound guidance. Lucy has prepared estate plans for singles and for couples in every stage of life and every financial circumstance, simple and complex.
Connect with Lucy for a consultation.