It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have $10 million or $10,000.
Do not let these common roadblocks stop you from protecting yourself and your loved ones:
- Who Wants to Talk About Death? Discussions of death, dying, and illness – money and family – will and trusts – make many folks uncomfortable. Of course, that is normal. But, do not let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.
- This Is Not a Good Time.Everyone is busy. We understand that, but there is never going to be a better time. Call our office, get on the calendar, and get it done. We are available for in-person and virtual appointments.
- I Do Not Get It. Familial details are discussed; diagrams are drawn; finances are discussed; the law is analyzed. It is common to feel uncomfortable in a world you are not familiar with. If that is what you are thinking, you are not alone. We will translate complex legal concepts into everyday layman’s terms for you, and ensure that you are comfortable with each step we take in your estate planning process.
The truth is that estate planning is not really that bad. In fact, with our help, estate planning is easy. We will talk with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which we always keep confidential, and we will take care of everything else.
If you’re ready to create or update your Estate Plan, schedule a consultation. If you’re still gathering information, feel free to join my Facebook community for ongoing guidance and support: Legal Insights Facebook Group.
Start here:
Estate Planning FAQs
Explore other core documents in a complete estate plan:
- Preparing for Estate Planning
- What Is a Trust
- What Is an Advance Healthcare Directive
- What Is a Durable Power of Attorney
- What Is a Will
Want to explore more topics?
View all Estate Planning articles
Connect with me:
🌐 Website |
📘 Facebook |
📸 Instagram |
💼 LinkedIn |
⭐ Yelp
fRANCINE d. wARD
- Updating a trust–what does it mean? Updating a Trust or Will: Can It Be Done? Clients often ask a simple but important question: “Can I change my trust?” The short answer is yes—often you can. But… Read more: Updating a trust–what does it mean?
- What is a DeedWhat is a Deed and Why is it Important A deed is a legally binding document and if you own real property, it is an essential part of an estate… Read more: What is a Deed
- What is Intestate Succession?What is Intestate Succession? When you die without a valid will, the law—not you—decides who gets your property. That process is called intestate succession. Many people assume their “closest” loved… Read more: What is Intestate Succession?
- What is Probate?What is Probate? Probate is one of those legal processes most people have heard of but hope they never have to deal with. Yet, for many families—especially in California—it becomes… Read more: What is Probate?
- What is an Agent for Healthcare and Finance?What is an Agent? Choosing the right agent—also known as an attorney‑in‑fact—is one of the most important decisions you will make in your estate planning process. An agent is the… Read more: What is an Agent for Healthcare and Finance?