Most individuals are unmotivated when it comes to creating a comprehensive estate plan. It is akin to going to the DMV or getting a root canal. Despite the foregoing, most of us still desire to protect our loved ones. The general consensus amongst both millionaires and average earners is that they want to ensure that their loved ones, friends, and family receive their hard money and assets when they pass away.
Given the importance of estate planning, don’t allow the following common roadblocks to stop you from creating a comprehensive estate plan for your family.
1. Talking About Death is Hard. The truth is no one wants to discuss their own mortality. Conversations regarding dying, death, illness, family, and money make most individuals extremely uncomfortable. While this is normal, you cannot allow the fear of having these discussions, prevent you from creating an estate plan for your family. Keep in mind, your interest in protecting your family and loved ones far exceeds any fears you may have regarding discussing death and dying.
2. The Time is Never Right. With more and more people juggling families, businesses, and multiple jobs, it seems that the time is never right to sit down with an attorney and create an estate plan. We understand that everyone is busy. However, the truth is there will never be a good time to discuss your estate plan. As such, stop waiting for the right time and get it done TODAY! Call our office ASAP to schedule your virtual or in-person appointment. Call our office, get on the calendar, and get it done.
3. It’s Overwhelming and Confusing. Admittedly, the process of creating a comprehensive estate plan can be overwhelming, especially if this is your first time attempting to do so. Specifically, when you meet with your attorney, you will discuss your familial details. You will also review your finances and discuss the applicable laws of your state. If you’ve never attempted to create your own estate plan, it’s quite easy to get overwhelmed. However, when you work with us, we will offer easy-to-follow guidance and break down the laws. We also are available each step of the way to answer any questions or clarify any misunderstandings.
Overall, estate planning is not as bad as it seems. In fact, it’s actually an easy, straightforward process as long as you’re working with an experienced estate planning attorney. Your attorney will sit down with you and discuss your financial goals as well as any questions you may have about estate planning. Additionally, your attorney will review your financial situation and details about your family and use that information to create a plan that fits your estate planning goals. Any information that you provide to us will remain confidential. Once we have all the pertinent information, you’re all set, and we take care of the rest.
With that being said, there’s no time like the present to create your estate plan. Feel free to contact us today to schedule your virtual or in-person consultation. Trust us, you won’t regret it.
- Would Medi-Cal Work For Your Mom’s Long-Term Care Needs? - July 29, 2022
- Does Your Dad Qualify for SSI or SSDI? Perhaps both. - July 26, 2022
- Tips for Helping Your Mom Understand Medi-Cal - July 21, 2022