Estate planning is the process of planning for health and medical decisions, financial and property transfers, and deciding who will represent you to carry out those decisions if you cannot. Proper estate planning plays a vital role in securing the future of individuals and families by providing a comprehensive framework for managing and distributing assets after a person’s passing. This process can encompass different tools and strategies to preserve assets and ensure the seamless transfer of wealth to chosen beneficiaries. Through careful estate planning, individuals can establish a roadmap for their legacy, alleviate potential conflicts, and offer their loved ones a sense of security during emotionally challenging times.
Jamie Miller is well versed in Estate Planning and is prepared to walk you through every step to ensure your assets and loved ones are taken care of. Estate planning can be an emotional topic that is hard to dive into. Our law firm knows how hard it can be and is well equipped to help you through the process with care and consideration. Our firm has seen many DIY estate plans and non-existent estate plans go wrong and impact those left behind in a major way. That is why we are so patient about helping the people of Tulsa and surrounding communities create an estate plan that is thorough, personalized, and just right for you and your family.
Estate planning is the process of creating a legal plan for the distribution of your assets and responsibilities after you pass away or become incapacitated.
Estate planning ensures your assets are distributed according to your wishes, can minimize taxes in some situations, and provides for your loved ones. It also includes instructions for your healthcare and financial decisions if you can’t make them yourself.
Key documents include a Will to specify basic asset distribution, a living trust with a pourover Will for avoiding probate, advance healthcare directives for end of life medical decisions, and powers of attorney for both health and financial matters.
You should always update your estate plan after significant life changes like marriage, divorce, birth of a child, death of a beneficiary, or changes in financial circumstances. Regular reviews every few years ensure your plan stays current and effective.
If you or a loved one need an estate plan or need to update an existing one, call J. Miller Law Firm to set up a consultation with Jamie Miller. She will walk you through what is needed and begin the process of creating an estate plan that is right for you.
Estate planning is for everyone at every stage of life. From a young adult, to married couples, to large families, and everything in between. We help you create an estate plan that secures your assets but also gives you peace of mind about emergency/medical decisions that need to be made, and your children’s future.
Dying without a will, known as dying intestate, means your assets will be distributed according to state laws, which might not align with your wishes. It could also lead to disputes among family members.
J. Miller Law Firm would love to come alongside you and help you plan for the future. Give us a call and we can schedule an appointment to go over your specific needs and what the estate planning process will look like for you and your loved ones. Jamie Miller is well versed in estate planning law and will ensure every detail is taken care of. Don’t wait any longer – estate planning is not for any specific age, wealth, or lifestyle. Estate planning is important for every person and family dynamic. Your health, assets, and wellbeing of family members isn’t something to leave to chance, contact us at J. Miller Law Firm today!