Believe it or not, you have an estate, nearly everyone does. Your estate includes your car, home, bank accounts, life insurance, and investments-and no matter how large or how modest-it is all part of your estate. But estate planning goes beyond your possessions: it is the steps people take during their lives to strategize and prepare for incapacity, illness, and passing on.
Estate planning is ultimately taking care of your loved ones by taking care of yourself.
Estate planning is ultimately taking care of your loved ones by taking care of yourself.
Services
After 18 years in the financial services industry, regulating for the SEC and advising private wealth management firms on regulatory compliance matters, I realized something was missing. My work was too focused on entities and not focused enough on working directly with clients to help impact their lives.
Estate planning is about documenting the roadmap for your assets, your family, and yourself if you can't take care of yourself. My goal is to use the appropriate tools to design a plan that is tailored to your family's goals. I'll offer you options based on a your personal concerns and desires for your family and your assets, so that your wishes are honored.
Probate or Estate Administration is the legal process of proving that a deceased person's will (if they have one) is valid, assigning a personal representative, and processing an estate through the legal system. Trust Administration is the process of implementing the instructions in the trust document after the grantor passes away.
First, schedule a free consultation here. After we discuss your needs, I'll give you a comprehensive checklist of all of the information and documents you'll need in order for us to get started. Meetings will be scheduled based on mutual convenience and can occur digitally, in person, and/or over the phone.
Reviews
Be the first to review Marla Roeser Law.
Write a Review
