I have talked before about everyone having an estate. This just means we all have something. And once we know that we have something, then the next logical thought is that we all have something to plan for.
And you may be saying that you have your plan in place. So I will say “Kudos!” You are better than 70% of Americans.
But what about your parents? What about your adult children (keep in mind that “adult” is 18 years and older)? Have you talked to them about getting their plan in place? What about your friends and neighbors? Don’t you want to share the relief and peace of mind you have by getting your estate properly planned?
And I know that estate planning (i.e. death and taxes) is not an easy subject. “So, have you given any thought to dying, and the impact it will have on your loved ones?” That sentence just does not roll off of your tongue.
But remember, everyone has an estate, so you don’t have to get into any details. You can simply talk about how good you feel but talking with your Morris Hall attorney and getting your affairs in order. You just need to open the door with those positive feelings.
Planning is for everyone. The plan content differs by the needs and goals of the individual. As you know, the first step is meeting with one of our attorneys. We can’t call your parents, or your kids. We can’t call your friends and neighbors. But you can have them call us, and they can have what you have – a great estate plan and peace of mind.
Contributed by Morris Hall, PLLC Albuquerque, Santa Fe and Las Cruces Estate Planning Attorney and Partner, James P. Plitz.
About Morris Hall, PLLC:
At Morris Hall, PLLC we have focused our legal practice on estate planning for over 45 years. Along with estate planning, our attorneys help clients and their families with matters of probate, trust administration, wills, power of attorneys, business planning, succession planning, legacy planning, charitable gifting and other important legal aspects. We also have divisions in financial, real estate and accounting to help you incorporate all of your planning together, ensuring that everything works perfectly for your needs and situation. Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Carefree, Tucson, Oro Valley, 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.
- Biden Administration Could Reduce Estate Tax Exclusion - February 18, 2021
- It’s Better to Give, Especially This Year - February 9, 2021
- Where Should I Store My Estate Planning Documents? - June 2, 2020