Is it possible for your estate or elder law plan to be at cross-purposes? In other words, is it possible for an individual or couple to have an important set of goals for their planning and yet miss the mark? The answer is unfortunately “yes”. This kind of estate plan failure can occur in many ways, most of them subtle. Although there are some elements of the planning process that are outside of clients’ control, there are two essential things clients can do that are completely within their control: (1) always provide complete and accurate personal and financial information at the beginning of the planning process, and (2) take the time to write down your goals, specific concerns, and questions to be discussed during the initial phases of the planning. Like programming a navigation system, this will ensure that the journey starts (and remains) in the right direction, and that the proper subtleties relating to client goals are addressed.
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