Business Meeting Notes

You can create your own estate plan yourself but the results may not be what you planned.

Since there are many estate planning forms available on the Internet, why should you hire an estate planning attorney? Well, the article in the Herald Times ReporterEstate planning attorneys are like a QB” explains why you need to find out what they actually do and that they play a vital role.

Just like the quarterback of a football team, an estate planning attorney plays a key role in coordinating the plans and executing them. The attorney is the one with the expertise and ability to make sure everything goes according to plan. You tell the estate planning attorney how you want things to go and the attorney creates a plan that does what you want.

The attorney can even call an audible just like a quarterback. If there are potential problems with what you want to do, then the attorney can advise you and help you come up with a different plan.

You can play football without a quarterback, but it is unadvisable.

An estate planning attorney can be the quarterback who guides you through the process.

Reference: Green Bay Press-Gazette (Aug. 13, 2016) “Estate planning attorneys are like a QB

For more information on asset preservation and estate planning, please visit my estate planning website.

Mr. Amoruso concentrates his practice on Elder Law, Comprehensive Estate Planning, Asset Preservation, Estate Administration and Guardianship.