Estate Planning Is Not “One-Size-Fits-All”

Everyone has different goals and concerns. Some of my clients – like myself – have teenage children. They feel that when their kids approach the age of majority, they won’t be needing the guardianship documents, but their wills and living trusts remain intact to protect their children’s inheritance. Other clients are single parents raising young children;guardianship arrangements for their family is an all-important issue. Still others are folks with additional assets they would like to distribute to charities that they care about.  Or single people who need to ensure their healthcare directives will safeguard their wishes as they age and strive to live independently. Most people don’t need the “kitchen-sink” approach (which can be very expensive); if you customize your estate plan, then you’ll be putting in place only what you need.

The bottom line: you should custom-tailor your estate plan. And the first step is to talk to an attorney to figure out what you want to achieve, and how. Take that first step now … and book A Video Appointment.

To make an appointment for your free, no-obligation planning session (a $750 value), simply drop me a note as to your preferred day and time for us to chat via FaceTime, WhatsApp or Zoom. 

When you’ve met with me for this planing session, you’ll leave with the following:

  • An understanding as to the specific estate planning vehicles that will work best for yourself and your family
  • An understanding as to how long the process takes, and the preparatory conversations you’ll need to have with your loved ones
  • A list of documents and information on your family assets that are necessary to get the actual planning done (e.g. investment statements, retirement fund information, real estate information etc.)
  • A checklist to get you organized.

Not quite ready for a complimentary planning session? Why not do some background reading first? You can learn more about Estate Planning for Families by downloading my e-Guide.