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PLAN FOR YOUR
FAMILY
PLAN FOR YOUR
FUTURE

SERVICES

REVOCABLE LIVING TRUSTS

A Revocable Living Trust allows you to choose the beneficiaries of your assets and select who will handle the affairs of your estate after your passing. 

POWERS OF

ATTORNEY

A Power of Attorney designates a trusted individual, such as a family member or friend, to manage your finances and assets in the event that you become incapacitated.

TRUST

AMENDMENTS

A Trust Amendment changes certain parts of your Revocable Living Trust, such as your beneficiaries or Trustees, while leaving the rest untouched.

ADVANCED HEALTHCARE DIRECTIVES

An Advance Healthcare Directive designates a trusted individual, such as a family member or friend to carry out your medical wishes in the event that you become incapacitated. 

LAST WILLS AND TESTAMENTS

A Pour-Over Will works as a "catch all" to ensure that all of your assets get distributed pursuant to the terms of your Revocable Living Trust after your passing. 

DEED

TRANSFERS

Homes, second homes, vacation homes, rentals, and other types of real property are transferred into the name of the Revocable Living Trust to avoid the probate process.

ESTATE PLANNING FOR

THE SILENT GENERATION

Ages 70+

 

GENERATIONAL CONSIDERATIONS

  • 70+ is the age group that experiences the most hospital visits. Creating or updating an Advance Healthcare Directive ensures that your medical wishes are clearly stated and memorialized in the event that you are unable to make decisions on your own. 

  • If you created your Estate Plan 10-20 years ago, think about who you chose as your Successor Trustee, Executor, Power of Attorney, etc. at that time. If it was a sibling, he/she may no longer be able to act. You might want to consider appointing another, perhaps younger, person in his/her place.

 

ESTATE PLANNING FOR

THE BABY BOOMERS

Ages 50-70

 

GENERATIONAL CONSIDERATIONS

  • The Golden Years are supposed to reserved for relaxation and leisure. But most retirees know that these are the times when you're busier than ever. Whether it's babysitting the grandkids, chairing a committee at church, or running the errands you never had time for before, there is always something to do. At the top of your To Do List should be creating your Estate Plan. With these types of legal documents, you can set aside money for your grandchildren's college education or include provisions to make sure your children do not fight over money after you're gone. 

  • Every few years, the estate and tax laws may change. If it's been a while since you've seen your attorney, periodic reviews are encouraged to confirm that your existing Estate Plan is still up to date. 

TESTIMONIALS

I came to Staci knowing absolutely nothing about Estate Planning. She thoroughly explained the benefits to my husband and me, as well as to our children. I cannot thank her enough for putting our minds at ease.

What sets Staci apart from all other lawyers is her ability to take the most confusing and complex Estate Planning matters and explain them in such a straightforward way. I'm proud to say I finally understand the concept of capital gains taxes! 

As a client, what I value most is the ability to trust my lawyer. Staci is sincere and always honest. She will always point you in the right direction and let you know exactly what you do, or don't, need.

ESTATE PLANNING FOR

GENERATION X / MILLENNIALS

50 and below

 

GENERATIONAL CONSIDERATIONS

  • Parents in this age range typically have minor children. The most important provision you can have in this instance is a guardianship clause, which allows you to choose a person or couple who can legally look after your children if something happens to you and your spouse. 

  • It is estimated that 64% of Generation X and 78% of Millennials do not have any type of Estate Planning documents prepared. The reason? Many haven't even begun to think of this type of planning because they are so young. But the truth of the matter is, there is always a need to have an Estate Plan - especially if you've purchased a home or have had kids, which typically occurs in one's 20s or 30s. 

TESTIMONIALS

We came to Staci knowing absolutely nothing about Estate Planning and left with a treasure chest of knowledge. We can't thank her enough for making sure our kids are taken care of!

-THE YONEMOTOS

What sets Staci apart from all other lawyers is her ability to take the most confusing and complex Estate Planning matters and explain them in such a straightforward way.  

-MARY LYLE

As a client, what I value most is the ability to trust my lawyer. Staci is always sincere and honest. She will point you in the right direction and let you know exactly what you do, or don't, need.

-KAZ & TAMMY MIWA

The information contained in this websites provided for informational purposes only, and should not be construed as legal advice on any matter.

TOJI LAW, APC - 2018