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Decatur, GA 30030

404-549-5001

Create A Clear Vision for Your Estate Plan And Act On It Before The New Decade Is Over

create vision for estate plan

Don’t put off your estate plan another decade.

Over the years of my law practice, so many clients have come to me and told me they had been thinking about setting up an estate plan and asset protection plan, sometimes for a decade or more.

Unfortunately, most of these people arrive at my door under duress. The duress a result of their not setting up an estate and asset protection plan yet. Then, their spouse had become ill, incapacitated or had died. In some instances it was the adult children of parents who had no estate plan in place, coming to see me when their parents were incapacitated. Now, they wanted to see if they could rescue whatever assets remained. Additionally, they hoped there were enough of those remaining assets to provide needed care for their parent(s) as well.

Unfortunately, many times, it is too often the wife who has little knowledge of the financials of the family after the husband has died. (Yes, there are still couples in which one spouse handles the finances and the other spouse hasn’t a clue. I imagine there will always be couples that function this way.)

Establishing Confidence In A New Decade with a Well Thought-Out Estate Plan

This coming year is the beginning of a fresh new decade. What a great time to act on the good intentions regarding your asset protection goals that you’ve been thinking about for far too long. If you’ve had the thought to meet with an estate and asset protection plan attorney, put that at the very top of your to-do list for 2020. I would say make that a New Year’s Resolution, but we all know that resolutions tend to dissolve around week 3 of the New Year!

Your Estate Plan: Do, Doing, Done

Instead of making a resolution about your estate plan goals, make it your business to research and get recommendations for the most reputable attorneys in your area specializing in estate and asset protection. Then, pick up the phone and schedule a consultation with at least 3 of them. You don’t have to work with the first attorney you meet with, but don’t use this as a procrastinating tool either. Set your consultations as close together as possible. Even the same day if you can. Then make your decision and get to work.

Imagine the sense of accomplishment and confidence you will feel having done something so important for yourself and your family. Knowing that should something happen to you, your assets will go toward your care if necessary and when no longer needed for your care, they will go to your family. Knowing that should anyone file a lawsuit against you, your assets are out of reach and if no one ever files a lawsuit (that’s the way we like it) against you, you’re golden. Your assets will be there to be distributed according to your wishes upon your death.

Clarity And Action Creates Confidence

What a great year to set your sights on protecting your assets and preserving them for whatever unseen events may come your way and for making sure they go to the people you love. You are likely to learn things you didn’t know and may learn that you have greater assets than you thought. No matter what happens, taking action on this one goal will create a greater sense of confidence. Here’s to a Happy New Year and an amazing new decade.

   

Looking to find an experienced estate lawyer in the Georgia area who is skilled in asset protection and estate plan preparation? Shannon Pawley is an attorney in Georgia with expertise in estate planning and asset protection. Shannon can provide assistance with creating an estate plan to include making a will and how to establish a trust properly. If you have questions about asset protection or questions about making an estate plan, reach out to Shannon and she will be glad to help answer all the estate planning questions you might have!

 
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