When Should You Craft Your Estate Plan?

The only person who can decide it’s the right time to create your estate plan is you. However, the lack of a deadline often leads to a person making endless excuses to put it off, which can lead to confusion and heartache for the people in your life. It’s best to start sooner rather than later.

My name is Jennifer Galstad-Lee, and I’m an attorney serving people throughout Maryland and the D.C. Metropolitan area. At Avara Law, LLC, I help my clients understand their needs and opportunities when they decide it’s time to plan for tomorrow. I use the skills I’ve developed over years as an accountant and a lawyer to provide my clients with thorough, thoughtful estate planning services.

How My Background As An Accountant Can Help You

The primary duty of an accountant is to manage important financial information. Often, this requires understanding tax requirements and keeping records properly. Accountants are known for their attention to detail and forethought. These are two things you want in your attorney when you have to craft your estate plan, which can include:

• A will
• Trusts
• Powers of attorney
• An advance health care directive
• Tax issues
• International estate planning

I help clients write and revise the documents of their estate plans on a regular basis. My experience in tax law brings an important dimension to this process because I can anticipate tax challenges your estate may face.

I will work hard to help you and your heirs avoid the massive tax liabilities that can come with probate and inheritances. Working with me can go a long way to protecting your wealth for the people you care about.

Secure Your Legacy With Avara Law, LLC

I’ve dedicated my career to securing the financial futures and needs of my clients. I work hard and provide a high level of attention to each issue. My considerable experience with tax law and accounting practices will make a massive impact on your estate plan.

Text me at 202-596-1464 today to get started. You can also schedule a meeting with me by sending an email.