Keep your Estate Plan simple – but not too simple!

When I meet with prospective Estate Planning clients for the first time, it is very common for most people to believe that an effective Estate Plan must be complicated.

This is generally not the case. A well drafted document – whether it is a Will or a Living Trust – should be not only legally sufficient and effective, but also written in clear, concise language so your heirs fully understand your intentions.

I often see documents that have been drafted for a client previously that are so unnecessarily complex that they are almost incomprehensible. Such complexity does not serve any real legal or practical objective.

The aspect of an Estate Plan that should not be too simple is to make sure that potential personal and family issues are adequately addressed. Such issues may include provisions for your spouse or partner, children, their education and living expenses, Guardianships (if needed), and other issues that may become relevant.

I have 30 years of experience creating documents to protect my clients’ legal and personal Estate Plans. Every document is drafted for you to provide for your unique needs. Your plan will address any and all complexities your situation warrants — whether personally, financially or legally. It will do so in the most efficient manner possible, in the interest of keeping it as simple and robust as possible.


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Anthony I. Moree
Attorney at Law
847.996.0496 P
847.756.7512 F

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