Why DIY Estate Planning is a Bad Idea

While we fully support online resources for boilerplate, legal planning such as Advance Healthcare Medical Directives, DIY estate planning is not a good idea. In addition to missing key legal loopholes or fine print issues, you could cost yourself – and your heirs and beneficiaries – tens of thousands of dollars and a big headache when it’s time to settle your estate.

The reality is that basic estate planning can be affordable, and the result means invaluable peace of mind for you, your executor/trustee and your heirs when it’s time to settle your estate. Plus, we may find ways to set your estate up so you reap the rewards of tax savings and optimized finances in the present - as well as the future.

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