In the last few weeks, the majority of print and digital publications have been publishing content that evidences not only the need to do your estate planning, but also the trend being set by those that want and need the peace of mind of having made good for their spouses, children, and families during these times of uncertainty caused by the biggest viral threat that anyone of us has lived-through today.
Indeed, Forbes®, Business Insider®, HuffPost®, Yahoo! finance®, Nasdaq®, The Record Courier®, and many other national, regional, and local publications are letting the public know how to estate planning is trending in the United States, either out of caution, or out of fear of COVID-19 dealing them a bad hand.
Technology is very important these days
As many of you know, we at MEG International Counsel have been working remotely for many years due to the nature of our practice, because the great majority, so as not to say the totality, of our clients reside outside the Untied States or at least, outside the Houston and San Diego areas. Since we started our life project we have been preparing, albeit unknowingly, to offer our services remotely to our clients during this time of social distancing. Since the inception of our law firm, we have been using cutting-edge technology which has been tested and proven over many years that we don’t have to improvise systems, methods, practices or services.
As we have indicated in previous posts, you can download statutory forms for appointment of medical and business agents here, but estate planning is much broader than this.
The MEG Process℠
For us, estate planning is much more than just a list of documents that need to be drafted and signed. Thus, we created The MEG Process℠ several years ago that allows our clients to ensure that we will get to know them and their families, as well as their concerns and objectives that frequently result in more planning alternatives and better outcomes.
Get legal help to prepare your estate plan
For instance, an estate plan entails not only the drafting of a will describing who gets what, who will be appointed guardian of your minor children, who will be appointed as administrator of your estate, or the preparation of advanced health care directives and durable powers of attorney in case you become disabled, but it also entails many other details such as what will happen if one of your beneficiaries decides to accept only part of asset and not the other, or if the person to be appointed as guardian or administrator does not want to accept, or what will happen if your spouse is not a U.S. citizen or resident, etc.
You also need to anticipate that you must sign your will in the presence of two witnesses, and depending on the jurisdiction, that it be signed in the presence of a notary public to avoid validity issues in the future, as well as to anticipate what will happen if you only have a will but the courts are closed and your beneficiaries do not have access to your bank accounts or control of your business until they open their doors again in a month or more?
Lastly, we would like to remind you that our annual maintenance program, MEG Cares℠ is included for the first year after we deliver your plan, and is a valuable service that ensures that your estate plan will continue to meet your needs for the rest of your life. To learn more about MEG Cares℠, click here.Calls today at (800) 694-6604. Do not put off this important decision for later. Our firm will provide you with trustworthy and reliable representation so you can get the peace of mind of having made the right decisions.