bcp.crwdcntrl.net

The Family Who Knew Exactly What to Do

They didn’t guess, argue, or struggle — because their father had already given them clarity.

The Family Who Knew Exactly What to Do

Not every story we hear is about confusion and conflict.
Some families get it right.

One client we worked with passed away last year.
When his kids came together afterward, something remarkable happened:

They didn’t fight.
They didn’t scramble.
They didn’t have to guess.

Why?

Because their dad had taken the time to prepare them.
He’d walked them through the plan.
He’d introduced them to his attorney and financial advisor.
He’d written a letter explaining his decisions.

When the time came, his kids weren’t overwhelmed — they were ready.

They handled the trust administration in a matter of months.
No court.
No drama.
Just a smooth handoff.

That’s what preparation looks like.
And it’s something any family can do — with a little planning and a few honest conversations.

Join Our Facebook Community

Join The Official Florida Estate Planning Questions & Answers Facebook Group for Daily Tips and to have your questions answered by our Expert Attorneys. No question is too big or too small.

Join Our Facebook Group

Free to Join, Takes 15 Seconds

Schedule a Strategy Session

What to talk to one of our attorneys about your Estate Plan? Read the Whitepaper and have questions on how it will affect you?  Click below to schedule your very own complimentary 15 minute Strategy Session.

Book a FREE Strategy Session

100% Free, No obligation

Craig R. Hersch

  • Senior Partner,
    • Sheppard Law Firm
  • Florida Bar Board Certified Estate Planning Attorney / CPA
  • Editorial Advisory Board Member,
    • Trusts & Estates Magazine
  • Founder & Board Member,
    • State Chartered Trust Company