Estate Planning:

3 Reasons We Run the Other Way

It feels hard to get around to estate planning. It sounds about as fun as getting a root canal. The problem – is that we all want to make sure our loved ones are protected so that there’s no confusion or infighting upon a mental incapacity, disability, or death. We also want our loved ones to inherit our hard-earned assets – regardless of whether we have 10 million or 10,000 dollars.

Don’t let these common roadblocks stop you from protecting yourself and your family:

1. Who Wants to Talk About Death? Discussions of death, dying, and illness - money and family - will and trusts - make many folks uncomfortable. Of course, that’s normal. But, don’t let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.

2. This Isn’t a Good Time. Everyone is busy. There’s never going to be a good time. Call the office, get on the calendar, and get it done.

3. I Don’t Get It. Estate planning is a holistic process. It’s not just “writing a will”. Big decisions must be made; finances must be discussed; the law must be analyzed and a roadmap will be created through legal documents. It’s common feel uncomfortable in a world you’re not familiar with. If that’s what you are thinking, you are not alone. I will translate complex legal concepts into everyday terms for you, just like I did as a teacher, before attending law school.

The truth is that estate planning isn’t that scary. In fact, with a little help, estate planning is easy. As a former teacher, I’ll chat with you about your goals and concerns, analyze your family and financial situation with you, and work with you to create a solid plan.

You provide the information, which we always keep confidential, and we’ll take care of everything else. You’ll walk out of our office with peace of mind, knowing that you’ve protected your spouse and your family.