Your legacy isn't just about money. Taking the time to create an estate plan that reflects your values and unique circumstances is a gift to the people you love.  Losing a loved one is already hard, failing to plan makes it even harder.

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In addition to your own peace of mind, a proper estate plan minimizes future confusion about your intentions and reduces stress. It may also minimize taxes and avoid the need to file a petition in Probate Court. With skill and compassion, Amy makes the process of planning for the future as smooth and stress-free as possible.

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In the end, you will have a comprehensive estate plan tailored to your needs and values. Amy will also take the time to make sure you fully understand the documents she creates (what they do and what they don't do). She is also happy to facilitate meetings with loved ones or help you write an instruction letter so that your family has clarity related to your intent. That's what makes Amy's approach different.

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Estate planning services include:

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Wills: A will is the cornerstone of any estate plan. Amy will help you create a legally valid will that clearly specifies how you want your assets distributed after death. She can also help you name a guardian for minor children and plan for the care of pets.

 

Trusts: Trusts are powerful estate planning tools that offer a greater level of control and flexibility. Amy can establish revocable living trusts to help your estate avoid probate, provide for minor children or disabled family members through supplemental trusts, protect assets through irrevocable trusts, and achieve many other goals based on your specific wishes.

 

Powers of Attorney: Choosing someone to handle financial matters on your behalf is an important decision. Amy will draft a power of attorney that will authorize your chosen agent to manage your assets if you become incapacitated.

 

Health Care Directives: Don't leave medical decisions up to chance. Amy will help you create detailed health care directives that specify your wishes for treatment and designate someone to make choices if you cannot. 

 

Beneficiary Designations: Ensuring beneficiary designations on life insurance, retirement accounts and other assets align with your overall estate plan is crucial. We will comprehensively review your assets to ensure your estate plan includes the appropriate designations and guide you in making any needed changes.

 

Amy will get to know you and what's important to your family.

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Contact Schroeder Ireland, PLLC today to start the estate planning process with a trusted partner by your side every step of the way.

Telephone:(612) 746-1186 or Email: Amy@Schroederireland.com