Estate Planning

Estate Planning:

People often think of estate planning in terms of the documents that are generated; wills, powers of attorney, living wills, trusts, etc. While the documents are important to insure that a client's goals are realized, the documents are only a small part of the process. In reality, its not about the documents its about the results! Did your plan work? Did it meet or exceed your expectations? It's about the process that's employed to identify client goals and reflect those goals in the documents and to insure that the plan is updated on a regular basis. Without education, most people are focused on minimizing taxes and, perhaps, avoiding probate, ignoring the most important decisions and opportunities available to them to impact the lives of others after they are gone.

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