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Planning for the Unexpected

By June 13, 2013Estate Planning

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.

What the Attorneys of Morris Hall Can Do For You:
The attorneys at Morris Hall have 100’s of years of combined experience ensuring that families’ assets are protected from probate, unnecessary taxes, creditors, ex-spouses and Medicaid spend-down.  The attorneys also help those in Arizona and New Mexico to apply for and receive Medicaid assistance and Veterans Benefits.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Cave Creek, Tucson, Prescott, Flagstaff and Arrowhead.  Our New Mexico offices are located in Albuquerque, Las Cruces and Santa Fe.  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.

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