Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make the most sense for families. Here’s encouragement, from an estate planning veteran, to embrace the human side.
Build Trust
With decades of expertise in estate planning, lawyer, teacher, and author, Paul Hood offers this encouragement:
The best piece of advice I give to estate planners is to understand that a client’s estate planning decisions will affect the relationships of those who survive them. Those effects can be positive or negative. Communication is the key. The sad truth is that perfectly drafted estate plans tear families apart every day in this country, and it’s due to a failure to address the soft or human or qualitative side.
Try though you might, you’re human. Drop the masks and facades of being a pure, antiseptic quantitative estate planner. I promise you that you’ll become a much better estate planner, your clients will get significantly better estate plans, fewer clients will resist signing the documents you suggest that they sign, and you’ll be a much more trusted and valued advisor.
Spend Your Time Well
Chances are that families today are bringing more and more concerns to you for your wise consideration. What to do about the small family run business? Special needs trust? Blended families. Digital assets. Cryptocurrency. Although life’s ever more complicated—bonding does not have to be.
Free up your time by coming to Colonial Surety for the easiest, most efficient way to obtain the exact fiduciary bonds needed to move your clients and cases forward. Gain back your time as you secure and instantly e-file the fiduciary—and even court bonds—needed. Get exactly the right bond, quickly and efficiently, on-time, every time.
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Why Colonial Surety?
Reputation and Reliability: Colonial is rated “A” Excellent by A.M. Best Company, United States Department of the Treasury Approved and proudly in business since 1930.
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Speed and Efficiency: Working with Colonial Surety is the easiest, most efficient way to obtain the exact court and fiduciary bonds you need for your clients and cases. Our in-depth experience of the bonding process, comprehensive portfolio and user friendly tech platform means you can be sure of getting the bond you need, on time, every time.
Welcome to the Future Partner!
Just complete this quick sign up for The Partnership Account® for Attorneys and get started today.