Estate Planning: 3 Reasons We Run the Other Way

It can be hard to get motivated about your estate planning. It can sound difficult and depressing. However, you also probably want to make sure that you and your loved ones are protected, and that your hard-earned money and property is used properly to take care of you in case of incapacity and is transferred efficiently and caringly to your loved ones after you pass away– regardless of whether you have $10 million or $10,000.

Do not let these common roadblocks stop you from protecting yourself and your loved ones:

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

 

  1. This Is Not a Good Time. Everyone is busy. We all find it convenient to put off the important estate planning for a later date. And, we all usually think that a later date will be available. However, we do not know when an accident or illness will find us unable to still plan. There is never going to be a better time. Call our office, get on the calendar, and get it done. We are available for in-person and virtual appointments.

 

  1. I Do Not Get It. Family matters are discussed; diagrams are drawn; finances are discussed; the law is analyzed. It is common to feel uncomfortable in a world you are not familiar with.  If that is what you are thinking, you are not We will translate complex legal concepts into understandable terms for you and ensure that you are comfortable with each step we take in your estate planning process.

The truth is that estate planning is not really that bad. In fact, with our help, estate planning is easy. We will talk with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which we always keep confidential, and we will take care of everything else.

There is no better time than today to start the estate planning process. Give us a call to schedule your in-person or virtual consultation.