Estate Planning Services That Help You Plan with Confidence
Apr 23 2025 16:00
When it comes to securing your legacy and protecting the people you love, having a solid plan in place is key. At Fitzpatrick & Seifart, we provide comprehensive estate planning services designed to give you confidence, clarity, and peace of mind—now and in the future. Whether you're starting from scratch or updating existing documents, our team is here to help you make thoughtful decisions that align with your goals.
Why Estate Planning Matters
Estate planning isn't just about distributing your assets after you’re gone—it’s about protecting your wishes, your family, and your future. By working with experienced professionals, you can avoid unnecessary complications, reduce stress for your loved ones, and ensure that your legacy is honored the way you intend.
Key Estate Planning Services We Offer
1. Wills
A will is the foundation of any estate plan. It outlines how your assets will be distributed, who will care for minor children, and who will be in charge of carrying out your wishes. Our team ensures your will is legally sound, clearly written, and customized to your specific needs.
2. Trusts
Trusts are powerful tools that offer more control over how your assets are managed and distributed. They can help minimize taxes, avoid probate, and protect beneficiaries. Whether you need a revocable living trust or a more specialized trust, we’ll help you understand your options and choose what works best for your situation.
3. Healthcare Directives and Powers of Attorney
Planning isn’t just about what happens after death—it’s also about preparing for the unexpected. Healthcare directives (also known as living wills) and durable powers of attorney allow you to name someone you trust to make medical and financial decisions on your behalf if you’re ever unable to do so.
4. Guardianship Designations
If you have minor children, designating a legal guardian is one of the most important decisions you can make. We guide you through the process to ensure your children will be cared for by someone you trust, should the unthinkable happen.
5. Beneficiary Designations Review
Many people don’t realize that certain assets—like retirement accounts and life insurance—pass outside of a will or trust. We help review and update beneficiary designations to make sure everything aligns with your overall plan.
Plan for the Future with Confidence
At Fitzpatrick & Seifart, we believe estate planning should feel empowering—not overwhelming. Our approachable and knowledgeable team makes the process as smooth as possible, offering guidance every step of the way. With our estate planning services, you can rest assured that your future is secure and your wishes will be honored.
Ready to get started? Contact Fitzpatrick & Seifart today to schedule a consultation and take the first step toward peace of mind.
