Estate Planning

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, are 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’, and 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.

This blog (hereafter referred to as “communication”) is designed for general information only. The information presented in this communication should not be construed to be formal legal advice nor the formation of any type or form of attorney-client relationship. Readers of this communication are encouraged to seek independent counsel for advice regarding specific and individual legal issues and should not rely on any information contained herein regarding their specific situation. Circular 230 Notice: In accordance with Treasury regulations, any tax advice contained in this communication is not intended or written to be used, and cannot be used, by any taxpayer or reader for the purpose of avoiding tax penalties or for promoting, marketing or recommending to another party any transaction or matter addressed herein or in any link in this communication.