🖊️ What an Estate Plan Should Be

A comprehensive Estate Plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an Estate Plan that does all that requires a unique approach. When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.

Too often, clients self-diagnose the level of planning that fits them. The most common misconception is that they don’t own enough assets to warrant creating an Estate Plan. There is truth to this, but only at the far ends of the spectrum. Extremely small estates can be administered without much planning, juxtaposed to high-net-worth estates that require very complex planning.