Not As Spooky As Halloween

This article was published last year, but bears repeating…

There are many articles written about the reasons why 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 difficult

Find it difficult to broach the subjects/issues of estate planning with family

Believe that one needs to be wealthy to bother with an estate plan

Think that one does not have enough assets;

Feel that it is too complicated or expensive; or

Justify delay, thinking that there is ‘plenty of time’; 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 SPOOKY!!

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 ( 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 – some hints to make the most of our meeting time

And Coming Soon a new infographic titled…Your Estate Planning Team

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

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 spookier than Halloween!

Working to Preserve Your Wealth and Protect Your Future in a Constantly Changing World.

Please read the entire disclaimer for more important information. And view “How I can Help You” page

Visit my website:





About Attorney Barbara Ann Dalvano

Attorney in Denver, Colorado with extensive practice experience in the areas of Estate Planning, Wills and Trusts, Business Succession Planning, Probate, Contract Law.

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