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At Steinbacher, Goodall & Yurchak, we give you the peace of mind that comes from knowing that you have prepared for the inevitabilities of life. We accomplish this through our signature approach to planning that goes beyond the mere preparation of cookie-cutter documents.

It is our goal to discover and understand your wishes and vision before we prepare an estate plan for you. We don’t just take your name and commence a client meeting; we join with you...we take the time to get to know you, to understand your goals, to help you define your wishes, to help you establish your legacy. The time that we spend together helps us develop an organized estate plan that is a reflection of who you are and the ideals that you live by. The time we spend together will help us understand what is important to you...and why. Our conversations will respond to your questions and address your concerns, both large and very minor. Our focus will be to prepare a highly personal and customized estate plan that is tailored just for you. Our comprehensive team approach will result in the high quality legal services and supports that will meet you needs now and into your future as you plan for your second half of life! 

Your estate plan indicates how you want your assets to be managed during your lifetime, and how you want them distributed upon your death. A carefully considered estate plan often includes legal documents and directives that state your wishes and authorize the people you trust to assure that your estate planning goals are accomplished. A successful estate plan will give you peace of mind.

 

Some estate planning documents are executed and effective while you are alive, so that your assets and personal affairs are carefully managed in the way that you want, even if you are no longer able to manage them on your own. These documents are often used to preserve assets in the event that nursing facility, or another type of long-term care, is needed. They include:

  • Financial powers of attorney
  • Health care powers of attorney
  • Health care advance directives/Living Will
  • Trusts

Other estate planning documents are designed to be effective after your death. These documents help assure that your assets are distributed in accordance with the law, to the designated beneficiaries, and in the amounts specified. They include:

  • Last wills and testaments
  • Trusts
  • Beneficiary designations

At Steinbacher, Goodall & Yurchak, our goal is to give you peace of mind. Call us at 1-800-351-8334 to schedule a free consultation.