Do You Know Your Limitations With Estate Planning?

Do You Know Your Limitations With Estate Planning?
Remember the line by Harry Callahan (aka “DirtyHarry”)?  He said, “A man’s gotta know his limitations”.    I’m capable of doing some basic car maintenance, but wouldn’t dream of trying a major engine overhaul.  The same with  plumbing, electrical and carpentry jobs.  I know when it’s time to call in a professional.
When it comes to Estate Planning, it’s easy to turn to the computer and check out one of the many websites that allow you to create your own legal documents online.  There seems to be no limit to what Google can do – why hire an attorney to do what you can do for yourself?
While there are some simple documents that may not require legal advice, Estate Planning is not one of them.  The generic language used by most computer programs will not question nor evaluate decisions made regarding the best way to preserve your estate.   If you want to be certain that your wishes are carried out after your death, having a properly prepared Estate Plan is crucial.
This is one area where a face-to-face meeting with a qualified professional on Estate Planning will guide you through the many available options to create an Estate Plan that reflects your personal wishes.  If you already have a plan, it’s important to know that the laws in this area are constantly changing.  A document created years ago may no longer be adequate.
 Peace of mind is knowing that your family and loved ones will not be burdened with estate issues at an already stressful time.  We will listen to your concerns and wishes, and turn them into an Estate Plan that will meet your future needs.  Call 916-996-1966 and make an appointment for a consultation with an Estate Planning professional.  There are no limitations on the service we provide.