The Procrastinator

Have you or someone you know ever said

“I’m going to get to it someday.”
“I’ll start on it real soon.”
“I’m not going to die.”

You’ll never be younger or healthier than you are today, so act now while you can. You and your family members will thank you later.

Proactive planning always pays dividends

• Your intent will be known, written, and followed
• Alleviate court involvement in your personal life
• Taxes can be eliminated or reduced
• Assets can be protected from spending and creditors
• You can leave a legacy that others may follow

“I’ve already signed my document, there’s nothing more to do”

A person who had their will or trust drafted and signed years ago needs to have the documents updated periodically because their personal situation continually changes and so does the law. When we have the surviving family members come into the office for the first time and show us the “last” will or trust which was signed in 1960, we often experience problems because many of the people mentioned may have already died, circumstances have changed, and most importantly the documents most likely do not reflect the present intent of the decedent. Yet this is left as the “last” will or trust and this is the document that will be administered per its existing terms.