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PlanToo many times, people view estate planning as a transaction.   Nothing could be further from the truth.   Estate planning is an investment that you make in yourself and your loved ones.   To help you, your estate planning attorney needs to know your goals, vision, and concerns that motivate you in your estate plan.   Estate planning is about family, and allows you to encapsulate your parenting style and continue to teach and pass on your values long after you are gone.

Creating an estate plan helps you to also create a plan for your life.   When you spend the time to think through your priorities for your estate plan, it can help you firm up your priorities for your life.   These plans can help you be more fulfilled financially, professionally, personally, and even spiritually.

How to Formulate A Life Plan

  1. Ponder about what truly matters to you. If you had unlimited amounts of money, what would you do with it? Would you even want it?   If you had limited time to live, what would you do?
  2. Now that you have identified your priorities, begin to craft your life around them. That will help you accomplish your life goals as soon as possible.
  3. Thoughtful professionals can help you overcome any obstacles to your goals, whether they be financial, personal, or another reason.
  4. Bring together a team of professionals that can further help you reach your goals. This team may include an estate planning attorney, financial advisor, insurance agent, CPA, and other experts. These professionals specialize in their fields and can actually save you money in the long run by helping you make the correct decisions from the very beginning.

The best professionals ask open-ended questions and then listen to your answers.   You need to be open and clear in your answers and be willing to trust the professional.   Both of you will work closely over the course of years to help make sure that you reach your goals and vision.

The results that you will enjoy from this type of planning is vastly more rewarding than any transaction.