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Yes, you need an Estate Plan

I am often asked, “Do I need an estate plan?” My answer is very short: Yes. You have the ability to care for your family when you are no longer able to do so. That’s why many have an estate plan prepared with trusts, wills and powers of attorney. But life happens; laws change; new priorities or concerns emerge. Estate planning is not as clear-cut as you might think. Plans often fail due to a lack of review and updating for changing needs.

The Family Counsel Plan provides the attention and flexibility needed to avoid such failure. Proper legal counsel should involve far more than a trust, will or other “document.” In April 2015, I was a guest speaker for the Live Hour show on 1410 AM Archangel Radio, and in that hour I touched on why it is important for a person to meet regularly with his or her attorney and other trusted advisors with respect to an estate plan. Here is a clip from that interview.

Cromwell & Associates can help families and business owners prepare for the future in two continuing care programs, The Family Counsel Plan and The Business Counsel Plan. Our nontraditional law firm was founded on the principle that estate plans and business plans should work when clients need them to work.

Our continuing care programs will help you maintain your plan to work at the times in the future when you need it most. At Cromwell & Associates, we focus on planning because an ounce of prevention is worth a pound of cure.

Take Action

  • Contact us now to schedule a consultation for estate planning.
  • To prepare for the meeting, simply consider or prepare a list of your wishes, goals, worries, etc. We will help you from there.
  • Take the first step. That is where every journey begins; only here will you not be alone. We will walk with you.
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