Estate Planning -- Leave a Legacy for Your Family

 

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die.

 

When that happens—and it is a “when” and not an “if”—you probably want to control how those things are given to the people or organizations you care most about. To ensure your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it. You will, of course, want this to happen with the least amount paid in taxes, legal fees, and court costs.

 

That is estate planning, at Woodard & Clark, we can help you with this.

Wills, Trusts, and Power of Attorney

 

You've heard that if you do nothing else to take care of your legal affairs, you should write a will, and it's pretty good advice. If you don't make a will before your death, state law will determine who gets your property and a judge may decide who will raise your children (and either or both may not be whom you would have chosen). Writing such an important document can be daunting, but it doesn't need to be.  At Woodard & Clark, we can guide you through.

 

However, what about a living trust?  Is it possible that you may need one of those, too?  We can explain the differences to you and help you to create and legalize these documents, so you don't worry now and your family won't worry later.

Notary Public

 

Many of our clients need the signature of a notary public for documents either we have prepared for them or for outside documents.  We have notaries on staff at Woodard & Clark for our client's convenience.

 

What is a Notary Public?

 

A public officer constituted by law to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. A notary's main functions are to administer oaths and affirmations, take affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, as well as others.

Legal Services

 

At Woodard & Clark, we also offer legal services, in addition to taxes and financial planning.