We scheduled an appointment with Pittman Law office (they also have a website with lots of educational info and videos). Our attorney Audra Platt was great and talked through lots of scenarios and options with us and put a trust plan in place to meet our needs. We then scheduled an appointment with Sabal Trust Company who were also great and talked through many scenarios and how their services can help manage many situations that concerned us also. Putting a plan in place had upfront costs, took time and work to complete but it was well worth it to have the peace of mind for the future. It ensures we have people in place to assist as we age and also handle the executor responsibilities when the time comes. You’ll still need to name someone as your healthcare surrogate to manage those decisions when needed, but that ask becomes a little easier when the other big items are taken care of by professionals. Hope this helps give a place to start.
|