MISCONCEPTION 1: TRUSTS ARE ONLY FOR THE WEALTHY.
This couldn’t be further from the truth. Revocable Living Trusts offer a versatile and powerful way to manage your assets during your lifetime and ensure a smooth transition of wealth to your loved ones after your passing, regardless of your financial status.
If done properly, a Trust will grant your loved ones immediate access to your assets after you are gone, instead of them having to wait for Probate proceedings to end.
MISCONCEPTION 2: ONLINE ESTATE PLANNING SERVICES ARE JUST AS GOOD.
No! Would you entrust an important medical procedure to a virtual doctor or a doctor with little experience? We see a lot of costly situations that could have been avoided with proper planning.
Meet with an experienced lawyer who exclusively handles Estate Planning and Probate matters, NOT someone online who generates cookie-cutter Wills with no personalization. Remember, you typically get what you pay for, and unfortunately, there is no do-over once you are gone or have lost mental capacity.
MISCONCEPTION 3: CREATING AN ESTATE PLAN TAKES MONTHS.
When Potential Clients schedule a consultation with us, we ask that they submit an Estate Planning Questionnaire and consultation payment before the consultation so that the consultation time is used productively. At the consultation, we review the Questionnaire and discuss your goals.
Within a few weeks, our clients come in, review and sign the documents, and leave with peace of mind knowing that their loved ones are taken care of.
If you need help protecting your money and loved ones in the event of death or disability, call us at 301-696-0567 or self-schedule online at lenaclarklegal.com.
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