All the information in the world won’t help until you begin to take action. And my two most popular Consumer Briefing Advisory Reports go a long way towards propelling you to be proactive.

See, before you run out and hire an attorney to “opt out” of the State’s plan for giving away all your stuff, you may want to check out your first Consumer Briefing Advisory Report – Why Passing The Bar Exam May Not Be Enough. Make no mistake about it: some attorneys will NOT be happy that I pulled back the curtain and candidly discussed these realities.

But, the good news is there are others who will feel relieved that the “cat is out of the bag.” And those, my friend, are the true winners you’d want to work with anyway. Only when everyone is operating in complete honesty and full disclosure can the most successful and rewarding attorney-client relationships be established. Let’s be clear: After reading this Report, you’ll never be the same. You’ll realize the inescapable importance of knowing exactly who you’re dealing with.

Yet, knowing how you or your parents should go about selecting a proper estate planning attorney really isn’t all that valuable until & unless one is properly motivated to do so.  That’s why I’m giving you my next Consumer Briefing Advisory Report.

This masterpiece gives a wake-up call to the fact that you ALREADY have an estate plan in place… the one your State lawmakers set in place for you!

Is it just what the doctor ordered? Or are there some changes you’d like to make? Do you even know what would happen if you died without creating an estate plan?

In this Report you’ll look at some common provisions, and I’m willing to bet there’ll be some things you don’t like and some changes you’d make… but you MUST do so before you die, and who knows when that will be? Today’s obituaries are packed FULL of folks who weren’t exactly planning to no longer be around at this moment.

Did I mention that my writings are “large print” versions? I’ve tried to cover all the bases, so even if you’re 103 years old with failing vision, you’ll be able to read these invaluable resources!

Get your copies now…

Provides examples of what can happen to your “stuff” if you die without an estate plan in place.  The laws of the State may do some things with your goodies that you’d never have wanted to happen.  The Report highlights the need to take control over your exit and have valid, written instructions in place so things go the way you want AND go smoothly for your kids and loved ones who have to tend to your affairs in the aftermath!

That's Not What I Intended!

It may not be fun to learn the state government has in mind to do some things with your belongings that you may not approve of (as I spell out in “That’s Not What I Intended!”). But the simple fact is that, by living where you do, you are AUTOMATICALLY on that estate plan program.

You simply must create your own plan in order to extract yourself. And, though it may be daunting after reading the second report, I’ll help you establish the confidence and competence to move forward…

Easy as 1 – 2 – 3. We don’t want to get ahead of ourselves and slam together yet another estate plan that’s not exactly what you want. So, we’re gonna speed up by first slowing down… like the guy who pauses to sharpen his axe, and ends up cutting more wood in the end.

The first volume in the Call To Action Series serves to “inventory” your situation. Much more than tabulating assets relative to liabilities, Volume I will prod you to consider the finer details of your estate planning… something a generic, state-wide distribution scheme could never accomplish. You’ll be prompted to think of things you never thought of, and help ensure a placid execution of your wishes.

Having apprehended the various “moving parts” in an estate plan, and ascertaining how YOU want things to play out, Volume II (which you received as a bonus to the Website Legal Pages) eradicates the uneasiness you’ll feel after reading “Why Passing the Bar Exam May Not Be Enough.” Just when you thought you’d never be able to find an estate planning attorney you could trust, I’ll walk you through precise questions you can ask.

Helping you learn to “reverse roles” and actually interview prospective attorneys, you’ll be able to “talk turkey” with lawyers like nobody’s business! No longer will you be intimidated by big words and simply not knowing what to expect. Indeed, YOU will be helping to control where the conversation goes. You’ll either get the answers you need, or you’ll know to promptly move on to greener pastures. “Fish or cut bait” will be your motto!

And, rounding out the action plan with well-reasoned and thoroughly-considered breadth, Volume III will help you stay on top of your plan. Since life and laws change, you don’t want something to inadvertently modify your plan and compromise your intentions. Indeed, it would be unfortunate for you to “opt out” of the government’s estate plan, set in motion your own preferences, and THEN have something happen to where certain State law provisions again have to be relied upon in effecting your estate plan.

So, we’re gonna put in your hands a compendium of the more common events that can affect your estate plan. That way, you won’t be dependent upon your attorney thinking to contact you “just to see” if your plan needs review. You’ll be able to take charge to ensure that your plan will do what you want when the time comes.

Get your copies now…

A veritable goldmine, this step-by-step guide is essentially a questionnaire compiled after years of experience.  It helps you go through and methodically consider your assets and liabilities, as well as potential family members and friends to serve as beneficiaries, administrators, guardians, etc.  It’s a massive data capture point that will be invaluable in assisting any estate planning attorney in skillfully mapping out the instructions for your last wishes.  Now, you don’t have to bank on your planning professional covering all the bases; you’ll already have a feel for what you want to accomplish and what issues are in play.

My Will Be Done! The Step-By-Step Guide To Formulating Your Testamentary Preferences

Appreciating the role of the periodic check-up, this piece looks at various changes and transitions in life that can greatly impact your “situation.”  If you lack an estate plan, it evinces how desperately you can benefit from having one.  If you already have one, it illustrates how these changes can result in a need to overhaul your plan.  If you fail to do so, you could be right back to “That’s Not What I Intended!”  You see, for public policy and other reasons, it’s not uncommon for State law to step in and make assumptions for you, just as though you never had a plan in place at all!  So, just as “8 Questions…” can restore your peace of mind after reading “Why Passing The Bar Exam May Not Be Enough,” in the same way you’ll find that “Time For A Tune-Up…” will help ensure that you don’t get ensnared by the legislature’s whims, as witnessed in “That’s Not What I Intended!”

Time For A Tune-Up - Changes In Life That Trigger Changes In Your Estate Plan