Jeffrey R. Van Dyke, LLC

Planning for young adults

Planning ahead isn't just smart, it's self-care.  Whether you're single or in a relationship, estate planning helps you take control of what matters most - your finances, your health decisions, and your future.

If you're single, you may not have dependents but you do have responsibilities and rights you should protect.  With an estate plan, you can:

• Choose who handles your finances or health care if you can't
• Decide what happens to your digital accounts, personal belongings, or even your pet
• Avoid leaving loved ones with difficult decisions or legal hurdles  

Planning early gives you peace of mind and makes sure that your voice is heard, no matter what.

If you're a couple, you're building a life together so make sure it's protected.  Estate planning helps couples:

• Legally designate each other for medical and financial decision-making
• Protect shared assets like a home, car or bank account
• Clarify who gets what, and how, in case something unexpected happens
• Makes things easier for your partner if you're ever unable to speak for yourself
• If you have children, protects their future by making decisions regarding guardianship and management of assets

Being in a relationship is about caring for each other and family - planning ahead is part of that commitment.

The bottom line is that estate planning isn't just for the rich or retired.  It's for anyone who wants to make confident, informed decisions about their future and the people they care about.  Start now.  It's simpler than you think and more important than you realize.

Please complete the "Potential New Client Form" below!

Planning for mid-life

It's not just about preparing, it's about protecting what you've built.  By mid-life, you've worked hard, built a life, and taken on real responsibilities for your family, your home, your career, and your future.  Estate planning helps you make sure all of it is protected and handled on your terms.

If you're on your own because you're single, divorced, widowed, or simply planning independently, having a solid estate plan puts you in control.  Now's the time to:

• Ensure you assets are distributed according to your wishes
• Choose trusted people to make financial or medical decisions if needed
• Update or create important documents like a will, trust, power of attorney for property, or health care directive
• Avoid unnecessary costs, delays, and legal issues for your loved ones

You've come a long way so make sure that your choices and your legacy are clearly defined.

If you're a couple, you're planning not just for yourself, but for your partner - and possibly your children, business, or aging parents.  Estate planning can help you:

• Protect shared assets like your home, savings, and retirement funds
• Appoint each other to make medical and legal decisions if needed
• Set up plans to assist your children and other family members
• Minimize taxes and ensure a smooth transition of assets

A clear plan today brings peace of mind for tomorrow - for both of you.

You're in the prime of life and that's exactly when estate planning matters the most.  You have more to protect and more people are relying on you right now.  Take control. Plan wisely. Protect what matters.  

Please complete the "Potential New Client Form" below!

Planning for retirees

You've spent a lifetime building so now it's time to protect and preserve.  Retirement is a time to enjoy what you've worked so hard for.  Estate planning ensures that your legacy, your wishes, and your loved ones are all taken care of with both clarity and thoughtfulness.

Whether your estate is modest or substantial, having a clear plan in place can:

• Ensure your assets are passed according to your wishes
• Protect a spouse, children, or grandchildren
• Minimize estate taxes and avoid probate delays
• Give you a voice in medical decisions through advance directives
• Prevent stress and confusion for your family

It's about more than documents - it's about peace of mind.  If you made an estate plan years ago, now is the time to review and update it.  Life changes and the law changes - and your estate plan should reflect that.

Now is the time to:

• Revisit your will, trust, powers of attorney and other legal documents
• Adjust beneficiaries as needed
• Plan for long-term care or medical needs
• Ensure that your digital and financial accounts are secure and accessible

An updated plan helps avoid surprises and keeps things simple for your loved ones.  It empowers you to:

• Support your family or favorite causes
• Preserve wealth for your family
• Communicate your final wishes clearly and compassionately

You've earned the right to relax and enjoy your retirement with the confidence knowing that everything is in place.  Let's make sure that your plan reflects your life, your values, and your legacy.  

Please complete the "Potential New Client Form" below!