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Protecting Assets And Ensuring Wishes

Planning For Peace Of Mind In The New Year

This new year, why not make a resolution to get all estate paperwork in order, providing peace of mind from knowing wishes are legally binding? 

Tressler & Associates, PLLC, professionals make planning easy by offering a bundle that includes a will, a durable power of attorney, a health power of attorney, and a living will or advanced care directive. “You want to be prepared so you can take care of your family and set them up for the future,” says Megan Climer, the firm’s chief marketing officer. “It’s important to have someone knowledgeable working with you and your family to ensure interests are protected.”  

Having these bundled services can reduce the concern about costs because clients understand the financial commitment upfront. It also makes it easy to figure out which documents are the most critical. “This is a service that is so approachable and accessible for people to get things in order,” she says.

Working with an expert also takes the emotion out of the planning. “There's a lot of dynamics that go along with probate and family, and we can help people through these difficult situations,” she says.

“We approach things a little differently than traditional law firms when it comes to how we work with our clients. We really take the time to meet with clients to understand their needs before we move forward with any transactions.”

What this does, explains Megan, is enable its legal team to educate clients and the community on what certain documents are, what they do, and how they protect them and their families. “Planning for the future can be empowering. You're really setting things in place so your wishes and interests for you and your loved ones are protected.”

Later, when these documents are needed, there is no additional stress for the family. “When you lose a loved one, that in and of itself is hard,” she says. “This way, you will have someone you can rely on, to be that voice outside of the situation and help guide decisions and facilitate matters.”

Adds Megan, “Everyone needs to have their estate plans in order, regardless of their age and health. A new year is a perfect time to make a plan to ensure your estate is distributed the way you want, so your loved ones are not left to take it on themselves.”

615.444.2345
TresslerAssociates.com

Plan For The Future

Critical items to include in an estate planning packet:

  • Will
  • Durable Power of Attorney
  • Health Power of Attorney
  • Living Will or Advanced Care Directive

Tressler & Associates professionals provide a helpful link to the latest news and blogs, including several blogs that explain probate and the advantages of being proactive in planning your estate. Visit TresslerAssociates.com/Blog-News.

In addition to wills,  trusts and other estate matters, the law firm's staff also handles corporate law and real estate law.

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