Page 82 - Ultimate Guide to Estate Planning

one child, they have three hundred thousand
dollars and they say, "My child is already lazy
and lives in the present and doesn't really think

about the future. It would be disastrous for
them to receive three hundred thousand
dollars right now." That's a person that should
talk to us. If you are a business owner that's
more values-based, then you should call us. It
really is dependent upon how much you're

distributing to your heirs and your perception
of whether it could change their life.

Why should I do this now? Why not do it
later?
I've had estate plans where the clients are going
on a trip and they want to take care of it as

soon as they can. We have completed their
plan in a couple of weeks. I've had clients that
have stretched out the process for over five
years. They actually were transferred here,
wanted to do something that was compliant to
Minnesota, and then got relocated again.

You should do it now in the event that you
pass. If you love these people enough, you
should invest the time and money to make sure

you are doing things on purpose. If you love

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