All too often, as financial planners, we dismiss the human aspects of estate planning, not purposely. We are trained to avoid taxes and plan for financial gain, that we lack the ability to communicate with our clients in a way that shows compassion, understanding and respect for the knowledge and wisdom that makes our clients who they are.
I believe as the attorney, the person that my client has confided in, that I need to focus on the person as strongly as I focus on the financial end of the process – “words of wisdom” the personal side of estate planning. By doing this I help my clients to build, protect and share their legacy in a complete way.
Each of my clients is a product of their lives’ history. They have more to pass “life’s stories” on to their families than money and jewelry and property. They have memories, life lessons, words of wisdom and stories to pass along as well. “Priceless Conversations” adds value to an estate plan that cannot be measured in dollars and will continue for a lifetime after my client has passed.
I provide my clients the opportunity to memorialize forever their wisdom, “your values” values and successes to pass along to their spouse or children or loved one. My clients are asked thought provoking questions which lead to “conversations” about wisdom, values, their definition of success, and a variety of other topics.
You can capture your fondest wishes for your children’s happiness, especially if “hopes and you pass away before they grow up. Share your hopes, dreams, instructions for dreams” them and those who will guide their footsteps in your absence.
This opportunity is priceless; to influence your child’s life when you have passed is a gift your child will never forget. For more specific information and how the process works, please feel free to call (740) 843-1446 or email swinters@sabrinawinterslaw.com and I will be glad to provide additional details.
