NEW ESTATE PLANNING CLIENT DOCUMENTS
Estate Planning Information Form *
Financial Inventory Worksheet *
* These are PDF files – once completed please print or save an electronic copy and email them to us prior to our meeting or bring them with you.
Estate planning is about being a faithful steward of your assets, now and later. It’s about taking your responsibilities seriously, and doing whatever you can, now, to make sure you are fulfilling your obligations going forward. At Barkley Law Office, we are ready to serve you!
Your first responsibility in planning your estate is to yourself and your spouse, if you have one, to see to it that you are provided for. This means using powers of attorney and living trusts; life and long-term care insurance; annuities and IRAs; and other means to be sure that your needs are met. Estate planning is not just for “then,” whenever that might be. It’s for NOW.
Even the planning that’s for “then” — your plans to avoid taxes; your measures to keep your estate in the family; your options in the distribution of family assets, whether farm or otherwise; and your other choices — must be done NOW.
Estate planning is about you, your family, and your estate. It’s about doing whatever you can to be sure that your estate — everything you own and control — is used for the benefit of those you love. And it is about life, not death. It is the way you can live on through your family, estate, hopes, plans, and dreams!
For more reading on the importance of a well-constructed estate plan, visit our Knowledgebase!
Contact Tim today or schedule your first meeting with Tim here using our convenient, online, appointment scheduling page!