Not As Scary As Halloween
This article was posted last year, but bears repeating, with some edits.
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; 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.
Yes, 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.
Here are titles of the four 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 the meeting time
People ask: What can an Estate Plan do for ME?
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 within 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 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 scarier than Halloween!
“Working to Preserve Your Wealth and Protect Your Future in a Constantly Changing World”
Please read my full disclaimer and “How I Can Help You”
Visit my website: http://www.attorneybarbaradalvano.weebly.com for more articles, infographics and my bio