We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets – regardless of whether we have $10 million or $10,000.
Don’t let these common roadblocks stop you from protecting yourself and your family:
- Who Wants to Talk About Death? Discussions of death, dying, and illness – money and family – will and trusts – make many folks uncomfortable. Of course, that’s normal. But, don’t let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.
- This Isn’t a Good Time. Everyone is busy. We understand that, but there’s never going to be a better time. Call our office, get it on the calendar, and get it done.
- I Don’t Get It. Estate planning is documented in legal papers; finances are discussed; the law is analyzed. It’s common to feel uncomfortable in a world you’re not familiar with. If that’s what you are thinking, you are not alone. We will translate complex legal concepts into everyday layman’s terms for you, just like we do for everyone else.
The truth is that estate planning isn’t really that bad. In fact, with our help, estate planning is easy. We’ll chat with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which we always keep confidential, and we’ll take care of everything else.
Whitney Sorrell is a lawyer, CPA, and former IRS Revenue Agent and senior partner of Sorrell Law Firm, PLC, in Scottsdale, AZ. Mr. Sorrell’s law practice focuses on business organizations and federal tax planning, IRS dispute resolution, asset protection planning for small business owners, and estate planning for nigh net worth individuals.