I recently had the good fortune of meeting some very great people. Granted, in my role as an attorney at Morris Hall, I get to meet neat people all the time. These were different because they were all siblings, and they had just lost their mom. It was a blessing, in a way, because mom had been suffering for the last few years, and death finally brought the peace that mom deserved.
The “kids” (I use quotes because these folks are in their late-50s and early-60s) met with me to review the estate plan that mom had put in place, and to find out the next steps. Normally, these types of meetings can be pretty somber, but it was lighter than usual – they felt the peace that mom got. You could tell, right away, that the siblings all got along splendidly, but even if they didn’t, mom’s plan would have lessened that impact.
Mom had been a long time client, and had listened well – she had moved ALL of her assets into the trust. This made the conversation with the kids easier – We knew the plan mom put in place would work, and they would be able to execute on it!
What made these people “neat” was that all of them, to a one, told me that this experience – learning that mom had a good plan in place – made everything so much easier and that they would be giving me a call back in a couple of weeks to get their own plan in place.
It makes me feel really good when I know I made a difference in someone’s life. And in this case, the plan that we put together for mom helped the lives of four families!
When you do your estate plan, you aren’t only doing it for you, you are also doing it for your loved ones.
Contributed by MH Albuquerque, Las Cruces and Santa Fe Estate Planning Attorney James P. Plitz
Why Choose Morris Hall:
You have a number of options when it comes to estate planning, so why pick Morris Hall? First off, estate planning and asset protection are a very complicated endeavor and you should only trust someone who focuses exclusively on those matters. Also, MH is a proud member of The American Academy of Estate Planning Attorneys (AAEPA) which provides us additional support, advanced training, tools and information that is not available to others – which means that we can better protect your assets and your loved ones. We are one of only two firms in Arizona that belong to the AAEPA and are the only firm in New Mexico that has been granted membership. If you have assets and loved ones that you want to protect, you are in good hands with MH. Contact us today at 888.222.1328 to schedule an appointment!
This blog should be used for informational purposes only. It does not create an attorney-client relationship with any reader and should not be construed as legal advice. If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.