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Offered by: Michael A. Dolan – Dolan & Associates, P.C.

When you think about estate planning, you often think about the documents you have, or will need. You rely on Wills, Trusts, and Powers of Attorney to provide direction upon your disability or death. But you should not rely on standard documentation alone. The type of documents you have will not ensure an effective transition upon your disability or death. Even the best attorney prepared legal documents can fail to accomplish your goals and objectives if you fail to do these four key things:

The documents must be designed through personalized counseling. Your family is different than every other family. You have goals, dreams, aspirations, and relationships that cannot be properly addressed through standardized forms. They must be designed specifically for you.

You must properly title your assets so they can be captured by your estate plan. If your assets bypass the instructions you prepared, your documents are worthless and you can end up in probate or worse.

You must update your documentation on a regular basis. Changes in your personal situation, and in the tax and legal environment, can have a drastic detrimental effect on your plan and what it can accomplish.

You must prepare your family. Your family should control the process on your disability or death. Not only should you be organized so that they are not scrambling to put your affairs in order, but they should know what to do, how to do it, and how they should pay for the assistance they will need. Preparing your family for the inevitable ensures things will go more smoothly.

If you would like to learn more about an effective estate planning process that is producing great results for families, visit: to sign up for a complimentary educational workshop.

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