In our experience, most estate plans just don?t work. What does it mean for an estate plan to ?work?? Our definition of a plan that ?works? is a plan that meets your expectations at the time the plan was designed.
Our definition of Estate Planning: I want to control my property while I?m alive and well, plan for me and my loved ones if I?m not so well (mentally disabled), then give what I have to whom I want, when I want, the way I want, all while assuring my wisdom is transferred along with the rest of my wealth.
You don?t want just a bare-bones word-processed plan, but a highly customized plan that not only transfers your wealth to your heirs, but also helps to avoid kids and grandkids fighting over your stuff, doesn?t ruin their lives by dumping into their laps wealth they didn?t have to work for and don?t know how to responsibly manage.