What Are Some Of The Major Pitfalls That Can Come From Folks That Are Attempting To Go Out And Create Their Own Estate Plan Documents Or Use The Online Legal Services Or Even Attorney Maybe Who Doesn’t Have The Required Experience And Knowledge Required To Help You Plan For Your Future?
The major pitfall is when you search online and find all those companies that generate the estate planning documents. They have very general forms, which are very broad and supposed to pertain to every single state. The problem is not all that paperwork pertains to Ohio. We have specific processes here and what many clients don’t realize is that every county in the state of Ohio is so different. There are certain forms that one county accepts, and the next county doesn’t take it. So since my office has extensive experience in the counties that I practice in, I know what the court accepts doesn’t accept. I know what to do and when to do it.
But the internet is so broad. It’s not tailored to your state or the county where you reside or the state or county that the deceased person resided in. The courts are so particular about it, and Google can’t do it.
What Would You Say Specifically Sets You And Your Firm Apart In Handling Estate Planning Matters? Why Should Someone Hire You?
Our office’s goal is to make things as simple and as custom-tailored to client’s needs as possible. That’s what we like to do. We know estate planning is very emotional, especially if you’re going through a divorce or a dissolution. There are already so many emotions involved in it that we try to make the process as smooth and efficient as possible. We also want to custom-tailor to what the client’s goals and needs are. Google is this big, wide broad platform, and it doesn’t custom-tailor to that particular client’s needs and goals. So, we make it very simple, easy, and straightforward for our clients.
Is There Anything Else That We Didn’t Touch On That You Think Is Important For Folks To Know About When It Comes To Estate Planning Matters?
At our office, we try to make it as custom-tailored and straightforward as possible. I think people get the misconception that they have to do a lot of complicated work. I think many people have a misconception between financial planning and estate planning as well. The biggest misconception is that a financial planner is also an estate planner, which is not the case. Estate planning is how your assets will be allocated when you pass, and you can make the will to help direct how you want those assets to go. There are other estate planning tools, but a financial planner is a certified public accountant. They do the training for stocks, investments, annuities, and things of that nature. I’m not licensed for that. I’m licensed to do estate planning. That’s the distribution of the assets when somebody passes versus a certified public accountant, and they do the stock trading, investment accounts, and things like that. I get a handful of calls that are asking me about investing. I do not work in that field, but I can help make plans for what to do with the money in the case of death or incapacitation.
Many people think it’s expensive, but at my office, we try to make it as simple and cost-efficient as possible for the client. Cost depends upon how complex your estate planning is, and our fees reflect that.
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