There are many articles written about the reasons that people avoid thinking about making a will and formulating an estate plan. A few of the top reasons are:
- Thinking of our own mortality is very unnerving
- Find it difficult to broach the subjects/issues of estate planning with family members
- Believe that one needs to be wealthy to bother with an estate plan
- Thinking that one does not have enough assets;
- Feel that it is too complicated or expensive and takes too long; or
- Justify delay, thinking that there is ‘plenty of time’; just “put it off until tomorrow” and “things will take care of themselves”
Nothing could be further from the truth.
Yes, there may be some trepidation at the outset, but clients leave my office with a feeling of “relief”. Yes, dare I say, that they are HAPPY AND RELIEVED that they made the decision to formulate a plan for their future and the security of loved ones.
There are some great infographics on my website (www.attorneybarbaradalvano.weebly.com) to help you “adjust” to the idea of having an estate plan.
Feel free to make copies of the helpful graphics from the site.
Here are titles of the Infographics to help you begin the process:
My 4 Step Plan – Building Blocks of Your Estate Plan - yes, it is only four steps!
My Client- It’s All About You- my practice is client-focused
Building A Strong Estate Plan - the steps to a secure future
How To Plan For Your Attorney Meeting - helpful hints to make the most of our meeting time
Your Estate Planning Team – the professionals that can help with the process
People ask: What can an Estate Plan do for ME?
An individualized Estate Plan can offer –
Peace of mind – knowing you have a plan in place for the future
Help Preserve your assets – there are often strategies for tax planning within an estate plan
Protect the future of your loved ones – clearly a great motivation
Offer Guidelines to follow if you become disabled (temporarily or permanently)
Avoid conflict – with a clear estate plan, there can be far fewer misunderstandings among family members/beneficiaries. A well-crafted plan is a pathway to avoid conflict.
Manage and Plan for Change – deal with the ever- changing legal landscape as well as the fluctuations within your own life.
For many – NOT having an Estate Plan is a lot spookier than Halloween!
Working to Preserve Your Wealth and Protect Your Future in a Constantly Changing World.
Please read my Disclaimer and “How I Can Help You”
Visit my website: www.attorneybarbaradalvano.weebly.com for over 200 articles and printable infographics