Estate Planning

Nobody likes to think about estate planning, especially when you are healthy and vibrant. But the best time to plan for your children's future is when you are healthy, and under no pressure to make snap decisions. You want to be able to decide who you trust to care for your children in the event of an unforseen catastrophy, and who will manage the wealth you leave for them. You also want to decide in what stages you want your children to have unrestricted access to these funds, if ever. You also want to decide in advance on the use of life sustaining measures in the event you are stricken with terminal illness by preparing a health care directive, or appointing a trusted loved one with as your health care attorney in fact.

Mr. Lewis can help you formulate these plans by reviewing your assets and liabilities, as well as your family situation. He will help you decide how you want your estate to be distributed, and who you think are the best people (or financial institutions) to manage your money and care for your family. Mr. Lewis can also steer you to affordable, reliable accountants, financial planners, trust planning professionals, depending on what your situation calls for.