Dear Friend,
Let’s bust a myth right now: Estate planning is not just for the wealthy.
You don’t need a mansion, a yacht, or a million-dollar stock portfolio to need an estate plan.
What you do need is a heartbeat.
Because if you have a family…
If you have a bank account…
If you care what happens to your kids…
If you’ve got bills, a house, a car, a retirement account, or even just a favorite niece you’d like to help…
Then you have an estate. And you need a plan.
“But I Don’t Have Much…”
That’s what people say—until they realize just how much they do have to lose.
Let me paint you a picture.
A man dies without an estate plan. Let’s call him David. Not a millionaire. Just a good man. A dad. A homeowner. A guy with a pension and a couple of credit cards. He figured things would just “work themselves out.”
David had a Will downloaded off the internet—never signed it.
No Power of Attorney.
No Advanced Directive for Health Care.
No HIPAA Authorization and Release.
What happened next?
A nightmare.
His family was locked in probate court for nearly a year, arguing over what he would have wanted.
They couldn’t access his accounts.
They couldn’t pay his bills.
They couldn’t make medical decisions in his final days because legally—they weren’t allowed to.
And everything he worked for?
Bit by bit, it got swallowed up in fees, delays, and government red tape.
Estate Planning Isn’t About Money. It’s About Control.
Let’s be clear: Estate planning is not about how much you have.
It’s about making sure what you do have goes where you want it to.
Without a proper estate plan:
- The State decides who gets your property.
- A Judge decides who cares for your kids.
- Strangers make decisions about your medical care.
- Your family fights—or suffers—because of the uncertainty you left behind.
But with a plan—your plan—crafted properly, you stay in control even when you’re no longer here to speak for yourself.
What Does a Real Estate Plan Include?
A real estate plan from Bascom Law typically includes:
- A Will to make sure your wishes are followed and your assets go to the right people.
- A Trust to help avoid probate, keep your affairs private, and ensure your assets are distributed efficiently and according to your instructions—without court involvement.
- A Durable Power of Attorney so someone you trust can manage your finances if you’re ever incapacitated
- An Advanced Directive for Health Care to make your medical wishes known ahead of time
- A HIPAA Authorization and Release so your loved ones can access critical medical information when it matters most
If you have minor children, property, or any specific wishes about your health or finances, you need these documents.
And if you’re married, divorced, remarried, a caregiver, or just getting older—it’s not a luxury. It’s a necessity.
Planning Now Prevents Chaos Later
You’ve heard the stories. Families torn apart because Mom “promised” the house to one sibling—but never wrote it down.
Fathers who meant to “get around to it” but ran out of time.
Adult children trying to piece things together after the funeral, only to find they don’t have the authority to act.
Don’t let that be your story.
A good estate plan gives your family peace. It gives you power.
It puts everything in writing—so there’s no second-guessing, no courtroom drama, no regrets.
The Sooner, The Better
Here’s the truth: You don’t wait until your house catches fire to buy insurance.
So why wait until something happens to plan your estate?
The best time to do this was five years ago.
The next best time is today.
At Bascom Law, we guide you through the entire process—step by step—so it’s simple, clear, and tailored to your life.
You don’t need to be rich to need a plan.
You just need to be ready to protect the people you love.
Start Your Plan Today.
Call Bascom Law to schedule a consultation and get the peace of mind you deserve.
Sincerely and Thanks,
Mike Bascom
Bascom Law, PC
770-285-5493