Custom-Tailored Estate Plan
When something is tailored to one’s needs, everything can go smoother.
January 14, 2021
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When something is tailored to one’s needs, everything can go smoother.
The Covid-19 has produced a rise in estate planning…but not a large enough one. Most Americans still do not have a last will and testament.
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Many people draft personal notes to their loved ones and their successors. However, few take the time to pen a thoughtful letter to their executor to help guide their decisions in the future.
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Our team of attorneys and staff are committed to provide legal services in a manner that delivers the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, and Litigation.
Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, Litigation, and Real Estate.”
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