Not As Scary As Halloween
Not As Scary As Halloween – Estate Planning
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: people do not like to think about their own mortality; do not know how to broach the subject with loved ones; wait until it is too late; believe that they need to be wealthy to bother with an estate plan; think that they do not have enough assets; feel that it is too complicated or expensive; or just “put it off until tomorrow” and “things will take care of themselves”.
One other possible reason is that people think the estate planning process is just downright SCARY!!
Nothing could be further from the truth. There may be some trepidation at the outset, but most of my clients leave the 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 benefit of their 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 these four helpful graphics from the site.
First, My 4 Step Plan – Building Blocks of Your Estate Plan.
Second, My Client- It’s All About You.
Third, Building A Strong Estate Plan.
Fourth, How To Plan For Your Attorney Meeting.
What can an Estate Plan do for you? It 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 in an estate plan
Protect the future of your loved ones – clearly a great motivation
Avoid conflict – with a clear estate plan, there can be far fewer misunderstandings between family members/beneficiaries. A well-crafted plan is a pathway to avoid conflict.
Manage change – deal with the ever changing legal landscape as well as the fluctuatons within your own life.
Working to Preserve Your Wealth and Protect Your Future in a Constantly Changing World.
This post has been brought to you through the Law Office of Barbara Ann Dalvano. This information is provided for educational purposes only and to generate ideas, provoke thought and facilitate conversation. It is not intended to create an attorney-client relationship. Each person’s situation is different and this information should not and cannot be relied upon as legal, tax, accounting or investment advice. Please read the entire disclaimer for more important information.
Barbara Ann Dalvano, Esq.
Phone and Text Message: (719) 963-2933
Email Address: firstname.lastname@example.org
Feel free to visit our website at http://www.attorneybarbaradalvano.weebly.com.