We are about more than simply generating legal documents. We are here to guide our clients and form comprehensive estate plans that fit families' specific needs. Our website, blog, and e-newsletters are designed to keep our clients informed about changes in the law that might affect their plans. We will be launching a new workshop series for clients and prospective clients that will cover a variety of subjects including trusts, responsibilities of designated agents, Medicaid eligibility, planning for those with special needs, and many other topics.
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Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!
Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, is concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is not “death planning;” it’s “life planning,” an essential and rewarding process for individuals and families who engage in it.
When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not “estate planning.” Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you and who is committed to continuing to serve you.