Do You Have Planning Phobia?

Nov 24, 2022

“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. A majority 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 are not capable of doing so yourself.
  • The people, charities, and other entities who we leave our assets to 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 either 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. Not only does this assuage our clients’ fears related to the financial investment, but it also reflects PLL’s core values to foster empathy and collaboration with our clients.

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what you lose by not planning?

what you lose by not planning?

"The motivation to put a legal plan in place increases when you fully understand what you lost when you do not plan."Your American...