Keeping a plan current
A Winning Game Plan
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readKeeping a plan current
The Empowered Estate Plan®
This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
WHAT IS EMPOWERED ESTATE PLANNING® ?
It is the experience that everyone should have as they create and maintain their own estate plan.
Among other things, the process of creating and maintaining a carefully designed estate plan should allow a person to feel:
· Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
· Empowered to ensure your children are reared the way you intend, with proper guidance and resources
· Empoweredto maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
· Empoweredas a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
· Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
· Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
· Empowered to leave a legacy more than just financial that reflects your own values and beliefs
Join us at any of our upcoming Empowered Estate Planning presentations to learn more. Check out our calendar or click on the following link to register for the next presentation.
405-364-2246
More from Insights
Keeping a plan current
Keeping a plan current
How Our Client Update Program Helps Protect What Matters Most
One of the biggest misconceptions about estate planning is believing there is such a thing as a finished estate plan. People often think of estate planning like installing a roof: once it is done, you can stop thinking about it.
·5 min read
Keeping a plan current
Why Don’t All Firms Do It This Way? The Importance of Maintaining Your Estate Plan
After months, or maybe years, of putting it off, you've met with an estate planning attorney, signed your documents, and created a plan to protect your family.
·6 min read
Practical estate planning guide
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
- The 7-Step Family Protection Workbook: free, a one-time download
- A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
- Written by Tamara, not by a marketing department