Hey there! Ashley here.
I’m the practice manager at Tannery Company.
When I’m not wrangling the endless energy of my two elementary-aged daughters, I’m busy helping our clients get their estate plans in order. And let me tell you, if you think parenting requires planning, estate planning is a whole new level.
Will You or Won’t You – The Comprehensive Estate Planning
You might think that having a will means you’re all set.
It’s a good start, but here’s the thing—just like how my girls think having a backpack packed means they’re ready for school, there’s a bit more to it. A will is just one piece of the puzzle.
No one wants to think about what happens if they’re not around. But as someone who’s seen it all, I can tell you that having a will isn’t enough. If you’re like most people, you’ve worked hard to build your life and your wealth. You don’t want to leave that to chance, right?
The risks of not having a comprehensive estate plan are real and can be significant.
A will might say who gets what, but it doesn’t help if you’re incapacitated. It won’t protect your assets from the long, drawn-out process of probate, which can eat up your estate with fees and cause unnecessary family drama. And trust me, the last thing you want is to leave your loved ones in a mess of legal battles and financial stress.
You need more than just a will. It would be best to have a comprehensive estate plan that covers your estate, medical, and end-of-life care needs.
The Unexpected Does Happen
Imagine you’re enjoying life, watching your kids grow, and suddenly, the unexpected happens. Would your family know what to do? Would your wishes be honored? Without a solid estate plan, there’s no guarantee.
At Tannery Company, we help you create a thorough plan. We’ll talk about setting up a living trust to avoid probate, appointing a financial power of attorney, and ensuring your healthcare wishes are clear with a medical power of attorney and healthcare directives.
And for those of you with kids, let’s talk trusts. You get to decide who will care for them and how their inheritance will be managed. Because honestly, handing a 20-year-old a lump sum might not be the best idea. We help you set things up so your kids learn to manage money responsibly as they grow.
Who Gets What?
Remember those beneficiary designations on your retirement accounts and insurance policies—they override what’s in your will. Are yours up to date? Do they have contingent beneficiaries?
I would wager a mom’s glass of wine after the girls are asleep that most of you don’t have contingent beneficiaries.
You don’t have to navigate this alone. We’re here to guide you through every step, ensuring your legacy is protected and your loved ones are cared for without all the stress and uncertainty.
So, are you ready to secure your future? Schedule an Appointment
Let’s discuss how we can work together to achieve a comprehensive estate plan that gives you peace of mind today and protects your legacy tomorrow. Don’t just settle for a will—let’s cover it all.
After all, your life’s work deserves more than just a will.
