Many people have not done any estate planning at all. In fact, estimates are that up to 70% of Americans don’t even have a Will. On the other hand, many people who did put a plan in place haven’t updated those plans for years or even decades.
Regardless of which category you fall under, we all want to minimize taxes, protect assets, and create a legacy.
And when it comes to creating a legacy, Aristotle perhaps said it best, “Anybody can give or spend money, but to give it to the right persons, to give the right amount of it and to give it at the right time and for the right cause and in the right way, this is not what anybody can do, nor is it easy. That is the reason why it is rare and laudable to do well.”
So, whether you’re still working and raising a family, or you’ve put in your time and are now retired, or you’re starting or exiting a business, our Excellence in Estate Planning® member-attorneys are ready to make sure there are no missteps.
Good estate planning forces us to make difficult decisions in the face of an uncertain future. That’s why most people avoid it because, frankly, it’s just too unpleasant to think about.
But it doesn’t have to be that way.
There are many options available to you for protecting your assets and leaving a legacy for your family, that it can be an overwhelming task to take on by yourself. Inexpensive software and document preparation websites will never be able to address all the potential problems you should be considering. Fact is, you can never know what you don’t know. The best solution is to work with a legal professional with the experience to help you develop the right plan for your unique situation.
Our Experienced Member-Attorneys Will Help You Plan for Life’s Ups and Downs
When you meet with one of our vetted Excellence in Estate Planning® member-attorneys, they will look at your specific situation and create a plan tailored to your goals and aspirations. Once a complete profile is built, your attorney will present you with options and make sure you understand what will work best for you and your family. Then, your Excellence in Estate Planning® member-attorney will put together a strategy that ticks all the boxes for you.
Good estate planning is a process, not a one-time event.
Your Excellence in Estate Planning® member-attorney will check in with you on a regular basis and modify your plan as needed. He or she will ensure that your plan meets your needs, no matter how your life changes over the years.