Proper estate planning is many things, too comprehensive to cover in this short article. With a rapidly changing world with politics, law changes, economics and so on, estate planning is no longer an after death distribution of a person’s assets. To protect what you have you need to create a ‘Life & Estate Plan’ that will be your personal Fort Knox that is both strong and durable with enough flexibility to keep your important things and people protected from probate court, the state, nursing homes, taxes, financial creditors and predators.
About 90% of American’s have either no estate plan or an old outdated plan!
A legacy study showed that most people that create a Will or Trust put it away in a junk draw or cabinet not to see the light of day for about 15 years or longer.
During this period, there are countless law changes, as well as, countless changes in the person’s life with relationships and money.
Hence, the reason why most estate plans don’t work!
We take care of families for life with our Client Care Plan. We not only “create” their Will and Trust, but we “maintain it and keep it updated” for them throughout their life! The meter is not running for our ‘Client Care Plan’ members!
A few seats are still available for tonight’s educational estate planning workshop at the Learning Center, ‘How to Protect Your Family with “proper’ Estate Planning’
Register now at to reserve your seat:
To register for a free estate planning workshop at the learning center go here: http://www.myfamilylifeplan.com/workshops-Registration-Form.php
If you have any questions or would like to schedule a consultation please call Attorney Patrick Kelleher at 781-871-PLAN (7526) or by email at Pat@myfamilylifeplan.com
Patrick J. Kelleher is a South Shore, MA resident and estate planning attorney serving and protecting families and businesses in the South Shore, MA area. For more information on estate planning visit our firm’s website at www.MyFamilyLifePlan.com where you can check out our Blog, free Newsletter library, free Estate Planning Channel on Youtube and sign up for a Free e-Newsletter!
Also serving the following communities South of Boston; Quincy, Milton, Braintree, Randolph, Holbrook, Weymouth, Scituate, Norwell, Hingham, Cohasset, Hull, Hanover, Pembroke, Duxbury, Marshfield, Plymouth, Rockland, Hanson, Halifax, Plympton, Carver, Abington, Whitman, Kingston
This article is not intended to provide legal or tax advice or create or imply an attorney-client relationship. No information contained herein is a substitute for a personal consultation with an attorney.