Estate Planning: Protecting Your Assets, Caring For Your Family

Estate planning touches very personal aspects of your life — your finances and your family dynamics. When developing an estate plan, people come to Attorney Shettle because they feel comfortable discussing these personal matters with him.

Attorney Shettle takes the time to get to know his clients on a personal level. He wants to know your goals, your value system and how your family works. He then will create an estate plan that takes all of this information into account. The result is a highly tailored plan that reflects your goals and your family.

Do I Need An Estate Plan?

Many people think only the very wealthy need estate plans. That is not the case. The truth is that everyone can benefit from a basic estate plan.

If you own property, have family heirlooms you want passed onto a specific person, have minor children or hold strong beliefs about your end-of-life care, a few simple estate planning documents can ensure that your final wishes are heard.

If you have a will, but things have changed, you may need to meet with a lawyer to have your estate plan updated.

The Basics

An estate plan can take many forms and use numerous vehicles. However, the basic building blocks used in most estate plans include:

  • Wills: A will is a document laying forth your final wishes for your solely owned assets.
  • Trusts: Trusts take many forms. They are used to preserve assets and hold property for future generations. Placing property in trust can also help streamline the probate process and the transfer of assets. Many times, however, trusts are misused and overused.
  • Powers of attorney: This document allows you to name a trusted person to manage your finances and affairs if and when you are not able to do so on your own.
  • Health care proxies/directives: These documents ensure that you control who will be making health care decisions for you if you are unable to.

Learn More About The Benefits Of An Estate Plan

If you are thinking about creating an estate plan or are wondering if it is time to update your will, contact our office. Greg Shettle will meet with you for free to discuss your situation and the benefits of estate planning. Call us today at 860-430-1200. From our office in Glastonbury, we provide estate planning services to individuals and families throughout central Connecticut.