Straightforward Estate Planning
“Solid Estate Planning Should Create Order Out of Chaos.”
Determining what strategy is the best fit for a client is the essence of my job as an estate planning attorney. Helping clients understand and be comfortable with a strategy ensures they have the appropriate legal planning.
Charlotte P. Yochem
- Last Will and Testament
- Revocable Living Trust
- Powers of Attorney
- Advance Directives
A solid estate plan should coordinate your investment and retirement account beneficiaries with the beneficiaries under your Last Will and Testament or Revocable Living Trust to make sure the ownership or beneficiaries of these accounts is in harmony with your estate plan.
At South West Estate Planning, we’ll build this harmonious plan together.