Results of studies on successful businesses and organizations find that “Teamwork” is the most important factor in determining the success of the business. That is closely followed by “getting people to want to work on a Team with you.” These are the most important traits that businesses look for in their new hires.
Teamwork is vital for the success of your Estate Planning. Your experienced Estate Planning Attorney needs to work with your Financial Advisor, Accountant and Insurance Professional to make sure that your Estate Plan also meets up with your Financial Goals and your Tax Goals.
Vitally important also is that your Health Care Agents and Successor Trustees are able to work well with you and your Estate Planning Attorney so that they have the opportunity to be successful in helping you in the event you become sick, if you become mentally disabled or when you pass on. Those roles are crucial. If they make a good team with your other loved ones and your Estate Planning Attorney, your Estate Plan has much more opportunity for success.
Training your Health Care Power of Attorneys and Successor Trustees ahead of time can be very important for their success. We work with our clients and their Successor Trustees and Health Care Attorneys so that the successors are well trained and ready to step in as necessary.
At the Law Firm of Steven Andrew Jackson, Attorney and Counsellor at Law, we have helped hundreds of families protect themselves and their loved ones, avoid Estate Taxes and Probate Costs, and keep their Estate Plans current with the law through The Customized Protective Estate Planning Solution™.