Almost every time we complete an estate plan for a client, they say, “thank you, that was so simple, we feel the burden of getting this done has been lifted.”
Everyone with a family knows they need a living trust or a will estate plan. But most (a surprising high percentage) haven’t done one. Why not? The perceived reasons are: it’s expensive, it’s complicated, and it’s difficult to work with lawyers. The reality is it’s no longer expensive, it doesn’t have to be complicated and it doesn’t have to be difficult to work with lawyers. It can be simple to lift the burden.