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 Importance of Our Family Education Program
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.
(From February 2015 Cain & Cain Newsletter)
A large part of our process is taking an educational approach to the development of each estate plan. We want you and all of our clients to be confident about making the right decisions for themselves, their families, and loved ones. The importance of education does not end when the development stage of estate planning has ended. Proper maintenance and implementation of an estate plan that really works may also rely on making informed decisions years after initially designing the estate plan, and may require family members or other “helpers” named in an estate plan to carry out. We want your helpers to feel confident that they are making informed decisions at that time as well. This will also allow them to better understand your wishes, and help make sure that all of your wishes are carried out. We understand that it can be difficult to discuss many of the sensitive issues involved in estate planning with loved ones. We hope that an added benefit to our Family Education Program is that we can help answer the questions that your loved ones have, or open the door to having important conversations. We are currently offering four Family Education Programs each year, each session focusing on a different aspect of estate planning. These sessions are a great for your helpers to learn about your estate plan, and have also been great “refreshers” for our clients. We would like you to encourage your helpers to attend one or more of these sessions this year. The feedback from our sessions last year was great. We had many of our client’s friends and family members express that they found these sessions both meaningful and helpful. Please see the upcoming dates for our Family Education Program listed in this newsletter. Also, listen for an announcement about new features on our website, including online Family Education Programs for out of town family and friends at any of our upcoming Annual Client Meetings!
-Alana Lessly
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Keeping a plan current
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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.
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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.
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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