Estate planning involves helping families with planning for the possibility of incapacitation and when they pass away. I enjoy being an estate planning attorney because my clients give me the opportunity to help them along the path called “life.”
From the beginning stages, I have the opportunity to sit down with my clients and discuss who they would like to handle their medical and financial affairs if they are unable to. Depending upon the size of the estate, we discuss the options available to distribute the estate assets after they pass away. And if there are minor children, we discuss the important topic of guardianship.
Once a plan is established, I often meet with my clients every few years to review their estate plan and make sure the decisions they once made are still good. I encourage my clients to bring those they have nominated in their estate planning documents to our review so that I can explain what their role will be when the time comes.
Recently I met with a couple who had no estate planning in place. We prepared an estate plan to accomplish their financial and personal goals. I received a call from the wife this past week that her husband had unexpectedly passed away. She was very much in shock and couldn’t believe she had lost her loved one and best friend. As we talked, I was able to comfort her as I explained that because they had properly planned, everything would be just fine.
It is very gratifying to be able to help families create their individual estate plan and be prepared for the unexpected events that “life” may bring before us and those we love.
Morris Hall Can Protect You in Today’s Litigious Society:
We live in a litigious society, where over 1 million lawsuits are filed every year in America alone. Financial predators are looking for ways to take funds from others and often use litigation as their means to do so. At Morris Hall we provide your assets and your loved ones with important protections that can prevent financial predators from taking advantage of you. We do this through proper and current estate planning techniques. With an MH living trust, we can also protect your property, assets and loved ones from probate, estate taxes, gift taxes, creditors, Medicaid spend-down, conservatorship or guardianship proceedings, ex-spouses and more. A living trust also keeps your asset and beneficiary information private and secure to avoid giving financial predators information to use against you and your family. Without a living trust, this information will be made public. For those living in Arizona, we serve the areas of Phoenix, Mesa, Gilbert, Fountain Hills, Scottsdale, Prescott, Flagstaff, Sedona, Tucson, Sonoita, Arrowhead, Avondale, Goodyear and Tempe. In New Mexico we serve the areas of Albuquerque, Santa Fe, Las Cruces, Rio Rancho, White Rock, Alamogordo, Truth or Consequences and more. Contact us today at 888.222.1328 to schedule an appointment with an attorney in your area!
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.