Is estate planning simple? That’s the promise that a lot of people marketing estate planning help make. While it is certainly possible to make the planning process manageable, no, estate planning is not simple! There are so many things to consider when putting together a plan, and again when administering it. The problem is that it can be very easy to deceive yourself into thinking you have created a plan just because you have written down some instructions. No one will tell you that your plan has enormous gaps or inconsistencies in it. Those don’t get discovered until your family has to try to follow the instructions you left.
I’ve written similar rants before.
If you’re looking for help creating a comprehensive plan that you can be confident will help your family, not raise more questions than it answers, please give us a call.