Every family – yes, every family – needs to have an estate plan. A will is important. It sets out how an individual wishes to disburse any remaining assets she/he has upon death. However, perhaps more important is outlining who should make medical decisions for you should you become incapacitated or who should make financial / legal decisions for you should you become incapacitated. Further, addressing your funereal wishes now eliminates worry or conflict of your surviving family. This planning is not just for married couples with or without children. Single people without children need to address these concerns as well.
David Eppley can help put your mind at ease as well as the minds of your family when a crisis happens, by putting together and drafting four critical documents in place now: a will; a durable power of attorney; health care proxy; and disposition of remains. David charges a flat fee for this basic package.
More sophisticated estates and/or personal circumstances may require different trusts along with this basic estate plan.
David looks at an estate plan as a critical life inflection point for his clients: 1) navigating the estate plan itself; 2) taking an inventory of what other professional partners may be needed (i.e., financial planner, accountant, life insurance professional, etc.); and, 3) addressing important, but not obvious issues (i.e., electronic, web, and social media passwords and post-death concerns).
Whether an estate plan for a single person in Salem or a family elsewhere in the metro Boston area, David Eppley brings compassionate, ethical, and zealous advocacy for his estate planning clients and their families.