Estate Planning

Do you know what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

If you do not have an estate plan, then the state’s law has a plan for you, and it’s probably not what you want.  If you already have an estate plan and it is out of date, your assets could be lost through probate court costs, attorney’s fees or to the state department of unclaimed property if there are assets or accounts your loved ones can’t find.

We start with a Life & Legacy Planning Session where the sole purpose is to provide you with more information.  Before this session, you will complete an inventory and assessment that not only helps you become clear about what you own, but also helps you get your assets and financial accounts more organized than ever before.  At this point, if you decide to work with us, we can immediately start working together to design a plan that will best suit the needs of your family.

At Spatz Law Group, we will educate you and take the time to get to know you, your family, your concerns, your goals – Your Legacy

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