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Why Should I Plan Now?

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate plans 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.

Everybody wants an estate plan that is simple, effective and affordable. But simply downloading a form and filling in the blanks can be a penny-wise, pound-foolish approach. In order to receive the full benefits of a foundational plan, it is critical to work with a knowledgeable lawyer who is up-to-date on modern estate planning principles and possesses a complete understanding of your and your family’s needs.

Join us for our Free Estate Planning Webinars every Wednesday at 6pm in English and 7pm in Spanish. Learn about how you can take the next steps towards estate planning with our live webinar. Plus, get up to $750 off on your estate plan when you attend!

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