It has been said that the mortality rate continues to hover right around 100%. As funny as that saying is, you put the plans for your estate, finances, business and life in place because it is also true, whether we like it or not.
As important as it is to have a good plan in place, and all the papers – Trusts, Wills, Succession Plans, Banking – well-crafted, how it all plays out will depend a whole lot on the people you have put in place to aid everyone affected by loss. You want to choose those people now, before any crisis.
When we are part of your team, we not only have participated in designing plans, Robinson Payne remains on call when they have to be implemented. Not only will we tend to the technical details, but we will be part of delivering all the intention, relational sensitivity, and judgment you would want in those moments.
Leaving your legacy is often about leaving well. Combine your good planning with good administration, and you will have done it right.