Estate Planning is a Team Sport

I would invite you to stop and think for a moment about all of the professionals in your life that you consult on a regular basis. I would guess that most of us could name at least five people from whom we frequently seek advice and guidance. Here’s a sample list:

• Doctor
• Accountant
• Insurance Agent
• Attorney
• Financial Planner
• Real Estate Agent
• Pharmacist

No matter how many professionals we associate with, one thing is certain – they all need to be on the same page. Imagine going to the doctor for a particular ailment. The doctor assesses the situation and prescribes you a specific medication that will alleviate the pain. But when you take the prescription to the pharmacy, the pharmacist decides you should take a completely different medication. This seems like an absurd hypothetical because we know this would never happen, right?

One of the senior partners of our firm always tells his clients that estate planning cannot be done in a vacuum. This is such a true statement. Anything that a client does with his or her estate plan can have an effect on what needs to be done with his or her financial planner, accountant, or insurance agent. Estate planning should be viewed as a team sport because we all need to work together to achieve the same goal – whether than goal be creating asset protection, having enough insurance in the case of a death, or filing the proper tax return.

Unfortunately, we have seen the consequences of clients receiving conflicting information from each of their professional advisors. This can ultimately cause a disruption in a well-designed plan. At Morris Hall we welcome the opportunity to work with any professionals you already have in your life and want to create a plan that works well for you not only in the short-term, but for the rest of your life. Just like a team, we win when you win.

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 888.804.5340 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.