Why I Love Estate Planning

The number one reason that I love estate planning is that it is proactive. SO much of what we do in the legal community is responsive - something happened and we have to take action. With estate planning, it’s all about what you want to do, how you want to do it and how do you want that to affect other people in your life that are important to you.

Estate planning is just nice because we are doing what you want and how you want it done, within the bounds of the law, but we get to do it the way you want instead of how the law dictates. When we are looking at people who don’t have a full estate plan, we have to pay attention to what the law says, which sets limitations. But with a proactive plan, you have greater flexibility to do things on your terms and in a way that aligns with your preferences. That’s why I love estate planning.