People have various reasons for wanting an estate plan.
For some, it is to make sure they nominate a guardian for a minor child. Others want to make sure their children’s college is paid for, but that the children do not have unsupervised access to assets. Some clients are fine with judicial oversite and others want to avoid the probate process entirely.
Some clients want to make sure their pets are cared for after they pass. Others want to make sure they are leaving a charitable gift. Certain clients want simple estate plans. Others require more sophisticated estate tax planning and gifting strategies. And some clients have a combination of many of the goals mentioned here.
With so many options, it is easy to get overwhelmed. I make sure you understand your options and have an estate plan that meets your needs. Nothing more and nothing less.