How Mitchell Schwartz Helps
While Mitchell does not provide legal advice, he works with trusted estate planning attorneys and other professionals throughout Southern Nevada the U.S.. He helps connect families with the right experts who are experienced and can create a personalized estate plan.
Would you like a referral to an attorney or licensed document preparer?
Reach out today to be connected with trusted estate planning resources.Click here to be put in touch with Mitchell who can help assess your needs and get you to the right professional to help you and your family.
Estate Planning
Frequently Asked Questions
Do I need both a will and a trust?
Great question. Mitchell is not an attorney and every situation is different. An estate planning attorney can help determine what's right for you.
When should I update my estate plan?
After major life events such as retirement, marriage, divorce, or purchasing property. Mitchell recommends that everyone review their plan every 3-5 years. So much can change quickly.
Can Mitchell recommend estate planning professionals?
Yes. Mitchell maintains a trusted network of experienced attorneys and advisors.
Planning Today to Protect Tomorrow (and your family)
What Is Estate Planning?
Proper and Thorough estate planning involves preparing legal documents such as wills, trusts, powers of attorney, and healthcare directives. These documents help ensure your wishes are followed while protecting your family and assets. When people don’t take these steps, they leave many important decisions to strangers, create unnecessary drama for their heirs and ensure the remaining estate funds are reduced substantially by the amount of expenses and attorney fees.
Planning ahead can provide peace of mind and reduce unnecessary stress for loved ones.
Why Is It Important for Seniors and Families?
Without an estate plan, families may face avoidable legal challenges, unnecessary fees & expenses and difficult decisions during already emotional times. A well-prepared plan helps simplify the future and ensures your wishes are clearly documented and easily honored by your surviving heirs.