Consider Estate Planning as a team game. In this fluctuating financial climate, it might often feel like you’re navigating the uncertainties solo. However, assembling a crew of competent professionals can provide you peace of mind as you stride towards your objectives.
The primary step involves choosing your team members who will aid you in accomplishing your targets. Depending on your specific goals, your team should comprise these professionals:
• Estate Planning Attorney: An estate planning attorney is vital to help you unravel the complexities of estate planning. Regardless of your life stage, be it a novice or in the twilight years, an estate planning attorney can assist you in ensuring your assets are passed on to your heirs as you wish.
• Financial Advisor: A financial advisor is crucial in ensuring you are on the right path to fulfilling your retirement and other monetary goals.
• Accountant: An accountant can guide you through income tax challenges, and in case you own a business, they can ensure compliance with accounting norms.
• Insurance Agent: An insurance agent can assist you in choosing the appropriate coverage for your requirements to transfer risks you can’t afford to shoulder yourself. Life insurance can be remarkably beneficial in estate planning.
Your estate planning attorney can collaborate with you to ascertain your objectives. Once your goals are defined, your attorney, in coordination with your team, can strategize a plan to lead you to your end goal.
The most challenging aspect is overcoming stagnation and initiating contact. When you make the first move, your estate planning attorney can navigate you through the process and give recommendations for the rest of your team if you haven’t done that already.
The present moment is perfect for you to begin. Your team is ready and waiting for you to call the first move. Call us at 817-899-3286 or contact us to schedule your free personal one-hour consultation.
From the desk of Attorney Brandon McGee