Details, Details, Details

Posted on November 9, 2011

The devil is in the details.  That’s something that we can probably agree upon.  It seems that the minor things—the overlooked minor items—are the ones that come back to haunt us.  Don’t let something you overlook come back to haunt your loved ones.

No matter your age—it applies to the young and elderly alike—if you have achieved any measure of success, you need a detailed, customized estate plan.  That’s the only way to make sure that after you’re gone, your decisions don’t burden the exact people for whom you’ve worked to provide.  Look at it this way, achieving success is the hard part.  It has taken incredible effort, incredible attention to detail, and a lot of planning . . . not to mention execution.  Why let the state or a judge decide where the fruits of your labor should go when you can control that outcome?

The Easy Part

The hardest part of estate planning is literally setting aside the time to call an attorney and get the ball rolling.  It does take some effort and commitment on your part, but what’s worthwhile that doesn’t?  After that, a little annual maintenance is all that’s required, possibly forever.

Once you’ve made up your mind and set aside the time to schedule an appointment, you’ve overcome the most significant hurdle.  The easy part is sitting back and waiting for your plan to be delivered.  A good estate planning firm (like mine) will even take care of the annual review and update for you.  It really couldn’t be easier.

If You Don’t . . . .

The worst case scenario is that you neglect to put a plan in place and unexpectedly exit this life.  Nothing could be worse if you have children.  It’s bad enough if you don’t have children.  If that happens, everything you’ve worked for will be left in the hands of a judge that probably never met you in life and probably has no concern for what your wishes were . . . all because you didn’t take the time to set out your directives as required by law.  In short, that means your assets and guardianship of your children may end up God knows where.  Don’t let this happen to you.  Don’t deceive yourself with the “invincibility of youth.”  Take action today to protect yourself and your loved ones.

Getting A Hand Up

In my experience, it has become clear that most people just don’t know where to start when it comes to planning their estate.  Here’s a tip: Call me!  I know exactly where to start, and I know how to guide you through the process with the most efficiency possible.

Because I want to encourage you to call me, I’m offering two free Family Wealth Planning Sessions in the first two weeks of November, and I will give these sessions to the first two people who call me and mention this blog post.  Don’t wait until it’s too late just because this issue seems to be a minor detail.  Come spend a little time with me and let me worry about the details of your estate.  You’ll sleep better.

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