Confronting your own mortality can be unsettling, so it’s easy to give in to the temptation of dealing with the here-and-now issues and procrastinate on planning for our eventual incapacitation and death.
Your American Legacy
Losing Control
Most people dread the thought of sitting in a room with a lawyer discussing how their assets should be managed and distributed if they become incapacitated or die. Most of the planning tools utilized by PLL legal teams leave the client in total control – including the power to invest their assets and, in most cases, the power to spend the assets as they choose while they are living. Your assets are just that. YOURS.
The Intimidation of Legal Jargon
A skilled estate planning attorney will help you reach a comfortable understanding of the issues in your estate plan that actually matter to you. In our experience, they are:
- The person in control of your estate plan at every stage if you cannot do so yourself.
- The people, charities, and other entities to who we leave our assets when we die.
- The timing and distribution of inheritance to your heirs. A skilled estate planner will add value here because most clients do not look beyond outright distribution.
Not Knowing the Financial Investment Required to Create the Plan
Attorneys that utilize hourly billing as their only fee structure risk their clients ending up with a rushed, sloppy plan or paying an outrageous fee for excess hours worked. That’s why our legal teams at PLL utilize a flat-fee model so that our clients always know the financial investment required. This assuages our clients’ fears related to financial investment and reflects PLL’s core values to foster empathy and collaboration with our clients.