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    Sunday
    Sep092012

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    Things That I Say To Clients

    Estate planning is so personal and so important that you really need to feel comfortable talking to your attorney about your family's sensitive issues.  Some of the things that I say to estate planning clients when I meet with them are as follows:

    “Estate Planning involves two of the most important things in your life: your family and your hard earned assets.  It’s intensely personal and very serious.  It’s your legacy.  A well thought out estate plan should be tailored based on a person’s individual goals, family circumstances, and unique concerns.  There is no cookie cutter approach to it.”

     “My job is to think of the what if scenarios that you haven’t considered.” 

    “You need to be comfortable telling me some of the most personal details of your life, especially where it concerns potential beneficiaries and conflicts.  That’s the only way that I can try to plan for them.”

    There is no way to plan for all of life's possible contingencies. However, a well thought out estate plan should take into consideration the circumstances of your particular situation. So, I always encourage clients to give me more information, rather than less, and let me determine if it's a contingency that needs to be planned for.  That's my job.  

     

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