![]() ![]() ![]() In this case, we got it done – when the client passed away a few months later, his assets went where he wanted them to go, and we entirely avoided the stress and court entanglements of the probate process. There were some complicating factors – an estranged child from a previous marriage and other questions that had to be resolved quickly.Įstate planning can be stressful under the best of circumstances, and planning under the time constraints and looming fear of a bad prognosis is even worse. I spent that weekend putting together a plan that typically would have taken three or four meetings over the course of several months. In this case, what finally made the husband stop dragging his feet was grim – he had seen a doctor for an unrelated issue, and learned that he had stage four cancer, with only weeks expected ahead of him. There are endless reasons – fear of mortality, not wanting to open up to a stranger about family quarrels, and classic, simple procrastination. I spent hours sitting at hospital cafeteria tables or by my client’s bedside while he waited for an operation, taking notes, asking questions, drafting estate planning documents on the fly on my laptop.įrequently, I will see couples where one spouse is ready to talk about estate planning, and one isn’t quite there yet. A few years ago, I spent a memorable weekend going back and forth between my office and a client’s hospital room.
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