Predicting the Future is Overrated – Just Plan for It

One of the most challenging – and rewarding – aspects of estate planning is anticipating the future for each client and drafting a will or trust designed to address these family and financial goals and contingencies.  Lacking a fortune-teller’s crystal ball, of course, we instead engage our clients in exploring those concerns that brought them to us for solutions.  Rather than try to predict specific future events, we suggest scenarios and “what-ifs” to elicit responses and propose contingency plans to be drafted into the will or trust instrument.

Whether the concern is the child’s tenuous marital status, the higher education of the grandchildren, or the son-in-law’s involvement in the family business, there is an estate planning technique for nearly every concern that enables us to give our clients comfort and confidence …

No matter what the future may hold.