How Can I Accomplish My Goals and Desires After I Die or I am Incapacitated?

March is a month filled with all things green! Shamrocks, parades, and celebrations of luck and prosperity. But while many people hope for a little extra good fortune this time of year, the most reliable way to protect your financial future isn’t luck at all- it’s thoughtful estate planning.

A thoughtful plan can help you stay out of probate, a process that can be both lengthy and expensive, if that is your desire. Court fees, attorney fees, and ongoing administrative expenses can slowly chip away at what you intended to leave behind. By creating and properly funding a Trust, or coordinating beneficiary designations, you can help your estate bypass probate entirely. This keeps more of your treasure with the people you care about and allows everything to pass more smoothly and efficiently.

Good planning also reduces the chance that taxes will take a bite out of your estate. Families that own real estate, retirement accounts, or business interests often benefit from proactive strategies that minimize tax exposure. Using Testamentary Trusts in a Living Trust or Will wisely, and ensuring assets are correctly titled keeps more of your wealth intact for future generations.

Estate planning also protects your loved ones from unexpected risks. The right Testamentary Trust structure can shield inheritances from creditors, divorce complications, or poor financial decisions, ensuring beneficiaries receive lasting support rather than short‑lived luck.

Finally, having financial and healthcare powers of attorney in place prevents loved ones from facing an expensive and stressful guardianship process if something happens to you. These documents allow a trusted person to step in without delay, ensuring your affairs remain protected.

While many people hope for luck, estate planning is about creating your own good fortune. A thoughtful plan can save money, reduce stress, and protect your family far better than any charm or superstition ever could.

This St. Patrick’s Day, consider taking one meaningful step toward securing your financial future. It’s a decision that pays off long after the holiday is over. If you want to learn more, please give Rehberg Law Group a call at 206.246.8772.