You have worked hard to get where you are. You are probably here because:

• You want to leave a legacy.
• You want Your Family to stay whole when you are gone.
• You want to make sure Your kids are taken care of.
• You want to make gifts to those persons or organizations that have made a difference in Your life.
• You want the right people to take over when you are no longer around.

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You want to be designating:

• who should take care of Your children
• who will make your medical decisions when you can't
• who will make your financial decisions when you can't
• who will talk to your doctors for You
• who can access your medical records
• who will carry on or wind down your business

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Death is an Amplifier

Death brings out both the best and the worst in people. Every argument about who was the favorite, who got away with the most, who got special privileges will come up again. Grudges and grievances from decades ago will raise their head.

A proper plan can keep passions in check, and direct energy in the right direction.

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Keeping Families Whole

People who fail to plan often leave messes from which their families never fully recover. Sorting out those messes can be expensive, is always somewhat stressful, and costs a lot of time.

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You Know Better

I assert that first because you are here. You are taking the time to get this sorted. Most people don't want to deal with their eventual passing, and things that they could have so easily taken care of turn into squabbles and fights that can run on for years. You have committed not to do that, and I acknowledge you for it.

You also know better because it is your legacy. Only you can say how you really want things to go. And You are in the best position to make sure the way you want is what will happen.

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The Way Forward

That starts with a conversation with a lawyer. I would be happy to be that lawyer for you if we are right for each other.

Sometimes there are special needs best handled by others. Where I discover that I am not the right one for you, I am happy to let you know. I want You taken care of and I am happy to refer you to another attorney or specialist if that is what serves you best.

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I look forward to meeting you.

At Herz PLLC, we restrict the work we do so that we can provide you high quality service.

Specifically, we are happy to:

• Draw up your Will
• Set up either a Revocable Trust (also known as "Living Trust") or Irrevocable Trust ("Asset Protection Trust")
• Set you up with a Power of Attorney
• Help you designate Guardians of Your Children
• Draw up your Health Care Representative Instructions (also called a Health Care Representative Designation or Health Care Proxy)
• Draw up your Health Care Directives (also called a Living Will)
• Draw up Buy/Sell agreements and succession plans for your Business.
• Transfer any Real Property.
• Help move your assets into your trust.
• Coordinate with your Life Insurance Broker.
• Coordinate with your Financial Advisor.

But mostly, we are committed to listening to what you need and providing you the plan that best works for your current and future needs.

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