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When I mention estate planning to friends, I almost always get the same response … a long sigh and then an excuse: “It’s just too overwhelming to think about!” People have that reaction for good reason. Most don’t know what an estate plan entails and they’re frightened by the prospect of doing it on their own. What they don’t realize is that estate planning can be relatively easy when you’re working with someone who can break it down for you.
When I talk to prospective clients, the first thing I do is help them gather the information they’ll need to make good decisions. Once we have that information in hand, I become more of a coach, helping them through a series of steps that keep them on track. The end result is a set of documents that clearly reflect your values and wishes so that your family and friends don’t have to guess about what you might want – something that would be challenging under any circumstances but especially hard when they’re also grieving.
Here are three simple things you can do to get started:
Now you have a framework for working with an estate planner and creating an estate plan.
Please see: https://www.linkedin.com/pulse/dont-let-estate-planning-overwhelm-you-phyllis-a-oscar-esq-