A typical problem
I have seen in the estate planning marketplace is the attorney
who only does
part of an estate plan. Or a person who has completed different
pieces of the estate plan at different times in life, without
thinking a lot about how all the pieces fit together. I call
this the "piecemeal" plan. If it all works out
as each individual piece is planned to, then there is likely
to be no problem. Often, however, there is a small oversight.
The slightest oversight can be devastating to the entire
estate plan. This is why I want to put together a complete
package for you, and solve as many problems as I can for
you.
Each piece of your estate plan is critical to the overall effectiveness
of your plan. You need the big pieces, like a simple will or
a living trust. Although overlooked by many, equally as important
are your durable powers of attorney and living will. For some
this is not enough, and complex trusts or other advanced techniques
need to be considered, to reduce taxes.
I assist clients in determining what elements are required
for their individual estate plans. I consider all avenues available,
and help put into place the vehicles that are most appropriate
for you. A plan that is not only complete, but also within
your current budget. Also, we will consider the need for updating
your estate plan when life events dictate!
