FEATURED BLOG

The Plan They Always Meant to Update

A couple came to one of our workshops, took great notes, and told me they would call to get their plan updated. Life got busy, the way it always does.

A couple came to one of our workshops. He took careful notes. She asked the good questions. On the way out, they said they would call to get their plan updated.

They meant it. At home, the notes went on the kitchen counter and a date got circled on the calendar. Then life got busy, the way it always does. The circled date passed, and the notes moved to a drawer.

Eight months later, the phone rang at our office. It was not the couple. It was their daughter.

Nothing about them was careless. They were thoughtful people who loved their family. They simply ran out of the one thing none of us can make more of.

Their story is not rare, and it is not meant to scare you. The fix is almost always simple while there is still time. Doing nothing feels safe, but it is a decision. It is the one decision that hands the outcome to the state and the courts.

If your plan has been on your someday list, let this be your nudge. Schedule some time now to talk to us about it. 

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