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Frequently Asked Questions 

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  • How do you get paid in estate planning cases? 

    • ​I can either charge by the hour or create a custom package for a fixed price to fit your budget, whichever suits your needs best.  
       

  • What is the difference between an advanced directive and a healthcare Power of Attorney? 

    • ​At the most basic level, an Advanced Directive tells health care providers what you would like to happen in the event of your incapacitation.  A Healthcare Power of Attorney gives a trusted person the ability to make important health care decisions for you in the event of your incapacitation. 
       

  • What does a will do? 

    • A will is one of the first steps people think of when thinking about estate planning.  It is simply a legal document that names who will receive your property when you die.   
       

  • What is probate?

    • Unless exempt, all property left by a will must go through a process called probate.  This is a court process that can be formal or informal and essentially pays the estate debts, takes care of taxes, and distributes estate property.  
       

  • What does a trust do?  

    • Basically, a trust is a flexible estate planning instrument that can be formed many ways.  Essentially, it allows you to leave property to your loved ones in a way that suits your needs/desires.  It is more private than a will and can often avoids probate.  A trust can be created while you are living or at your death.  
       

  • What is a special needs trust? 

    • A Special Needs Trust is an instrument that can help care for your loved one with special needs.  It is generally irrevocable once created but can be set up to help care for their needs beyond their daily living expenses.   
       

  • When is the right time to file for guardianship or conservatorship?  

    • If your loved one is dealing with a mental incapacity and is dealing with impaired decision-making, it may be time to consider filing.   Call me to discuss options. 

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  • Does it cost anything for a consultation? 

    • No.  Calling us does not cost you.  In our first meeting, we will get to know you and create a clearly customized plan to meet your needs and budget.  This will clearly be set out at the initial consultation.  
       

  • How do I get started? 

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