Financial advisors state that Estate planning is not only for the wealthy, but that everyone can benefit from ensuring their assets and finances are properly taken care of whether that time comes sooner or later.
Without proper planning and these important documents, probate court which means “to prove”, may lead to unintended distribution of your hard-earned assets. Designations NOW can allow you to make the decisions on how your property is to be disbursed after your death and who will manage the property until it’s final distribution.
It’s also best to decide NOW what actions will be taken for your health if you’re not longer able to make decisions for yourself due to an illness or incapacity, and what level of authority you want to give that person!
Most people want to have a legal document in place allowing someone to handle important transactions on their behalf such as banking, maintaining your mortgage, tax returns, insurance benefits, government benefits and more when you no longer feel able.
With your own Mobile Notary, if you cannot leave your home that won’t stop you from getting these important things in order because Debbie works patiently with Seniors, and having those properly executed documents can give you peace of mind that your wishes will be upheld when that time comes.
Serving Land O Lakes, Wesley Chapel, Lutz, Trinity, Odessa, New Port Richey, Carrollwood, New Tampa, Spring Hill, Northdale, Dade City, Zephyrhills, and Tampa.
Debbie is not a lawyer and cannot offer legal advice to her clients.