At Kairos Law Group, we specialize in guiding clients through the Estate Planning process, serving individuals and families in Omaha, Nebraska, and Tampa, Florida. Whether you’re just getting started or want to strengthen your plan, we’re here to help. First, let’s take a look at the basics.
What Is Estate Planning?
Estate planning is all about making decisions now to protect you and your family later. It’s not simply who gets your assets after you pass, it also covers who can make decisions for you if you can’t and how to manage your healthcare wishes. With a clear estate plan, you make sure your wishes are known, your loved ones are protected, and your finances are handled properly.
Will or Trust
Will: Outlines who will inherit your property and who will care for minor children. It also names an executor to carry out your instructions.
Trust: Allows you to transfer assets to someone (a trustee) to manage for your beneficiaries. It can help avoid probate and it offers more privacy and control over how your assets are distributed.
Power of Attorney
A power of attorney appoints someone you trust to handle your legal and financial matters if you’re unable to do so. There are two common types:
General Power of Attorney: Broad authority to manage all financial matters.
Limited Power of Attorney: Only allows specific tasks, like selling your house while you’re abroad.
Healthcare Directive: Also known as a living will or advance directive, this document outlines your healthcare wishes if you can’t make decisions yourself. You can also name a healthcare proxy to speak on your behalf.
Beneficiary Designations
Your life insurance, retirement accounts, and bank accounts often have designated beneficiaries. These designations override your will or trust, so it’s important to keep them updated to avoid conflicts. For example, you might make sure your life insurance policy lists your spouse as the beneficiary, not an ex-partner from a previous relationship.
What Makes Kairos Law Group the Right Choice?
With so many estate planning firms available, it’s important to choose the one that’s the right fit for your needs. At Kairos Law Group, we provide a better client experience:
- Transparent Pricing: No hidden fees—clear costs with flexible payment options.
- Specialized Expertise: We focus exclusively on estate planning, staying up to date on the latest laws and strategies.
- Accessibility: Virtual meetings and flexible scheduling make it easy to work with us from anywhere.
- Simplicity: We streamline the process with a user-friendly approach, avoiding unnecessary paperwork and legal jargon.
- Customized Solutions: Every estate plan is tailored to fit your personal needs and goals.
- Client-Focused Education: We explain your options clearly, helping you make informed decisions for your future.
Seize the Moment and Secure Your Legacy Today
Estate planning isn’t a one-time task—it’s an ongoing process that should reflect changes in your life. By partnering with Kairos Law Group, you’ll get guidance and support so your plan stays up to date as your circumstances evolve. Contact us today to schedule a consultation and take the first step toward protecting you, your family and your legacy.