For some, the phrase ‘estate planning’ may conjure up visions of established old-money oligarchs planning a dynasty like in the TV shows Succession or Downton Abbey. For others, they may see the matriarch or patriarch in the hospital trying to make changes to their will before they draw their last breath. While neither of these ideas is wrong, they don’t really encapsulate the reality of what role it plays in your life.
Estate planning is creating comprehensive and strategic plans for you to make sure what you wish to happen actually will happen at either the end of your life or if you become incapacitated.
To be truly comprehensive, there are 5 different roadmaps to planning your estate. But don’t think you actually need to choose any particular map. They cross and intertwine, and ultimately, they will all get you to the best outcome (the summit) you are after, and we will guide you along the way. At your Orientation Meeting, we will work together to understand the summit you wish to climb and help you pack for the trip.
Here are some of the paths that Moschetti Law Group has helped others find:
We can craft a custom solution for you too. Whatever your particular situation is, we will work with you to equip you with the right plan and guide you on your path to climbing the summit. We are dedicated to helping you and your family secure peace of mind and a sure foundation for generations.