The Truth About Estate Planning

It can be challenging to prioritize preparation.
Take, for example, estate planning. Let’s consider some obstacles to estate planning and how to overcome them.
Roadblock: I don’t want to think about it.
Of course you don’t. It can be challenging and uncomfortable to consider. Many of us resist this line of thinking until it’s impossible to ignore - perhaps until we are confronted with loss.
Rethink It: Create space to reflect and make arrangements in advance, on your own time. Remember that your estate plan is really a gift to your loved ones. Being prepared benefits them in a difficult time.
Roadblock: It’s complicated and time-consuming.
Yes, estate planning takes effort. For expert advice, consult with an estate planning attorney and financial advisor. It’s also helpful to organize documents and outline goals before these meetings.
Rethink It: Consider the sense of accomplishment and peace of mind you’ll have knowing your wishes will be fulfilled.
Roadblock: I don’t want to make decisions I might have to change later. Any plan is better than no plan. During your lifetime you can change your mind and make updates as needed.
Rethink It: Make sure you have control over your estate and can provide instructions for its use.
Leave the Legacy You Intend 
If you don’t do it, who will? Without a plan, you risk leaving a burden for your loved ones. Take the compassionate steps now to be prepared—for yourself and those who matter most to you.

We Can Help
To learn more about how to be charitable through your estate plan, please contact Holly Selvaggi at 216.255.9066 or

We Can Help

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