Succession Planning

Be your own advocate and plan for the future.  No one wants to talk about it, and in most cases, we think it will never happen to us, but the final act of love for yourself and your family is to hope for the best and BE PREPARED.

With proper estate planning you can:

  1. Leave a legacy for family and heirs
  2. Plan for disability and assisted living
  3. Decide who will represent your interests when you are unable or unwilling
  4. Forge succession planning for family-owned farms, ranches, and other enterprises
  5. Ensure equitable division of assets to avoid future misunderstandings &  conflicts
  6. Protect your assets
  7. Avoid probate and minimize taxes

Advocacy Matters will work with you to find the proper estate planning tools to suit your wishes and create your legacy. Some estate planning tools utilized to accomplish your goals include:

  • Wills
  • Trusts
  • Beneficiary designations
  • Conservation Easements – Conservation →
  • Donor Advised Funds
  • Financial Powers of Attorney
  • Healthcare Directives “Living Wills”
  • Healthcare Powers of Attorney
  • Life Estates
  • Corporate Entities for Family Succession

Contact: Gwendolyn Lacy, (610) 268-5507