I was recently reminded that I have been practicing law for 35 years.
Aside from wondering where the time went, it also caused me to think about what I have learned over the years and how that has benefitted my clients. When I graduated from law school I knew all about wills, trusts, avoiding probate, and more. What I didn’t learn in school – and that which can only be learned through experience – was a deep understanding of the client’s side of estate planning. Thirty-five years later, having worked with clients in all stages of life in virtually all possible situations, I have developed a keen understanding of their expectations, hopes, concerns, fears, and challenges when it comes to estate planning. That is the kind of knowledge that allows me to be a better estate planning attorney. In fact, I think it comes down to three key benefits for my clients in that I …
- Save my clients (and their heirs) money by helping them to avoid probate through careful estate planning.
- Help my clients talk about “difficult” topics (such as their eventual death or the death of a loved one). I have become a very good listener. That is key. And, together we develop the estate plan that is right for them.
- Develop and maintain long-term relationships with the majority of my clients, which allows me to help them make adjustments for every life stage, ensuring each client’s estate plan is customized to that individual’s current situation and needs at all times.
My goal has always been and continues to be, helping my clients protect their hard-earned assets, their loved ones, and themselves. My experience makes a difference.
Please see below for links to three recent blogs posts that address the kinds of unique situations my clients may find themselves in …
My Best,
David H.Lefton
The first post covers what to do when a family member needs a guardian, the second includes information about how to keep your estate plan from jeopardizing a disabled heirs’ benefits, and the last is how your parent’s debt could outlive them.
https://davidlefton.com/how-to-keep-your-estate-plan-from-jeopardizing-a-disabled-heirs-benefits/
https://davidlefton.com/how-your-parents-debt-could-outlive-them/
