8 Questions You Need To Ask An Estate Planner Today
Putting THIS Off Until Tomorrow Could Cost You Or Your Family BIG!
As we grow older, being prepared just seems to come more naturally. We have learned (some of us the HARD way) that eliminating surprises or at least reducing them means cost savings and less agony. It doesn’t matter whether you are talking about replacing that car battery BEFORE it fails or being prepared for college costs when your oldest child is getting ready to graduate high school.
Yet, being prepared for the unthinkable happening and rendering you incapacitated, or even just readying your assets to be passed on with the least amount of hassle and costs continues to be an area many simply ignore or put off. In fact, a recent CNBC survey found 38 percent of Americans with more than $1 million in investments have not used a professional estate planner to create a guaranteed estate plan. Scary, very scary.
What Is A Guaranteed Estate Plan?
A guaranteed estate plan includes every document and decision you need to have a complete picture of your financial wealth, your inheritance wishes, your health care decisions and is organized correctly to mitigate the highest level of financial burden after you cannot make your own decisions or after you have passed away. The guaranteed part comes in when your plan is reviewed and updated annually or more frequently if it’s required. Keystone Law Firm provides this guarantee to its clients enrolled in the TrustCare™ program.
Here Are 8 Important Questions To Make Sure Your Estate Planner Is Qualified To Help You With Your Estate Plan:
- What is the total cost going to be?
- What will it cost to keep my plan up-to-date?
- What is your system for making sure my family can find all of my assets if I’m gone?
- If I have a question while I’m at the bank, can I call you and how much will that be?
- I have minor children. What is your system for making sure my children will NEVER be held by CPS (even for a few hours while my guardians are being notified)?
- I own a business. What’s your system for making sure my efforts will be preserved for my family?
- What is the date my estate plan will be done?
- How do you help preserve my personal legacy for my family and children? Not just my money, but my stories, my values, my dreams, and my goals for them, too?
Francisco Sirvent is a Chandler-based estate planner who has been helping people achieve their financial, retirement, and estate planning goals for more than 10 years. Keystone Law Firm and Wealth Partners is committed to educating the community to help people understand the critical and immediate need for an estate plan. It is vital that people know that their plan is a guaranteed plan—one that will work now and in the years ahead when it’s needed.
Call 480-418-8448 to learn when our next free Living Trust seminar will be offered. Can’t make a morning seminar? Request a copy of Francisco’s free book: Pack Your Parachute: Avoid the Perils of Your Estate Plan when you call.
Putting THIS Off Until Tomorrow Could Cost You Or Your Family BIG!
As we grow older, being prepared just seems to come more naturally. We have learned (some of us the HARD way) that eliminating surprises or at least reducing them means cost savings and less agony. It doesn’t matter whether you are talking about replacing that car battery BEFORE it fails or being prepared for college costs when your oldest child is getting ready to graduate high school.
Yet, being prepared for the unthinkable happening and rendering you incapacitated, or even just readying your assets to be passed on with the least amount of hassle and costs continues to be an area many simply ignore or put off. In fact, a recent CNBC survey found 38 percent of Americans with more than $1 million in investments have not used a professional estate planner to create a guaranteed estate plan. Scary, very scary.
What Is A Guaranteed Estate Plan?
A guaranteed estate plan includes every document and decision you need to have a complete picture of your financial wealth, your inheritance wishes, your health care decisions and is organized correctly to mitigate the highest level of financial burden after you cannot make your own decisions or after you have passed away. The guaranteed part comes in when your plan is reviewed and updated annually or more frequently if it’s required. Keystone Law Firm provides this guarantee to its clients enrolled in the TrustCare™ program.
Here Are 8 Important Questions To Make Sure Your Estate Planner Is Qualified To Help You With Your Estate Plan:
- What is the total cost going to be?
- What will it cost to keep my plan up-to-date?
- What is your system for making sure my family can find all of my assets if I’m gone?
- If I have a question while I’m at the bank, can I call you and how much will that be?
- I have minor children. What is your system for making sure my children will NEVER be held by CPS (even for a few hours while my guardians are being notified)?
- I own a business. What’s your system for making sure my efforts will be preserved for my family?
- What is the date my estate plan will be done?
- How do you help preserve my personal legacy for my family and children? Not just my money, but my stories, my values, my dreams, and my goals for them, too?
Francisco Sirvent is a Chandler-based estate planner who has been helping people achieve their financial, retirement, and estate planning goals for more than 10 years. Keystone Law Firm and Wealth Partners is committed to educating the community to help people understand the critical and immediate need for an estate plan. It is vital that people know that their plan is a guaranteed plan—one that will work now and in the years ahead when it’s needed.
Call 480-418-8448 to learn when our next free Living Trust seminar will be offered. Can’t make a morning seminar? Request a copy of Francisco’s free book: Pack Your Parachute: Avoid the Perils of Your Estate Plan when you call.
