A More Holistic Approach to Wills & Trusts
- Express wishes
- Resolve conflicts
- Create a peaceful transition
Most of us don’t like to think about end-of-life issues but, as they say, death and taxes are inevitable. Planning can bring peace of mind to you and your family, no matter how old you are or what your health conditions are.
Your Last Will and Testament is an opportunity to distribute your property. Tax consequences, ease of title transfers, and many other issues must be considered. You may just need a simple Will or you may need something a bit fancier like a Trust.
Perhaps most importantly, your final documents can prepare you for your transition. Beyond your final wishes about property, you can share what is most important to you. Who would you want to raise your children? Do you want to be buried? Cremated? To have a green burial? Are you an organ donor? Do you want to donate your body to science? There are a lot of options. Kim can help you consider the options and choose the path that is best for you.
Beyond just writing down your wishes, we’ll consider family dynamics and what might happen after you die. Can we prevent misunderstandings and arguments? How do you want your family to resolve any differences that may arise? Perhaps you want a family meeting to help everyone understand your wishes, resolve any misunderstandings, and have the peace of mind of knowing that your wishes. Or you might want to write some explanatory letters.
Kim can help strategize and plan with you about these important issues.


