Holiday trip planned? Put your mind at rest with an estate plan

Frequently I have clients who come to me for an estate plan in the weeks and months before going on a trip.  Because they are going into unfamiliar territory, they want all of their affairs in order prior to their departure.  While I will be pleased with any reason that gets someone in to prepare their estate plan, it seems to me that the dangers of everyday life are high enough that we don’t have to wait until we go on a trip to be worried about our affairs.

I used to hear that most accidents occur close to home, and I would guess that this is still the norm.  With car accidents (please stop texting and driving!) as well as holiday mishaps, there is plenty of reason to be nervous about accidents at home.  So why wait?

One of the reasons I hear about why folks wait to do their estate plan is that they think it’s going to be difficult and time-consuming.  They don’t know what decisions to make or who to turn to.  With my clients, just about everyone says, without prompting from me, that the process is extremely easy, far simpler than they expected, and that I helped them throughout the process.  What many of my clients don’t understand is that it is part of my job to walk you through the process, ensure you understand all the options available to you, and help you to make the right decisions for your family.  Now, I don’t make your decisions – of course not! – but I can go over the advantages and disadvantages of the various options, or help give you things to think about in making critical decisions.

And because of those things, it’s far easier than you may think it is.  So don’t wait until you have to go on a trip.  Do something to put your mind at ease this holiday season – get an estate plan and put your affairs in order. Use the link at the right to schedule your no-cost consultation with us today!

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Holiday trip planned? Put your mind at rest with an estate plan

Frequently I have clients who come to me for an estate plan in the weeks and months before going on a trip.  Because they are going into unfamiliar territory, they want all of their affairs in order prior to their departure.  While I will be pleased with any reason that gets someone in to prepare their estate plan, it seems to me that the dangers of every day life are high enough that we don’t have to wait until we go on a trip to be worried about our affairs.

I used to hear that most accidents occur close to home, and I would guess that this is still the norm.  With car accidents (please stop texting and driving!) as well as holiday mishaps, there is plenty of reason to be nervous about accidents at home.  So why wait?

One of the reasons I hear about why folks wait to do their estate plan is that they think it’s going to be difficult and time-consuming.  They don’t know what decisions to make or who to turn to.  With my clients, just about everyone says, without prompting from me, that the process is extremely easy, far simpler than they expected, and that I helped them throughout the process.  What many of my clients don’t understand is that it is part of my job to walk you through the process, ensure you understand all the options available to you, and help you to make the right decisions for your family.  Now, I don’t make your decisions – of course not! – but I can go over the advantages and disadvantages of the various options, or help give you things to think about in making critical decisions.

And because of those things, it’s far easier than you may think it is.  So don’t wait until you have to go on a trip.  Do something to put your mind at ease this holiday season – get an estate plan and put your affairs in order.