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Home » Estate Planning » Beware Of DIY Estate Planning Schemes

Beware Of DIY Estate Planning Schemes

October 17, 2011 by John Potter

These days a lot of people have taken to doing things for themselves rather than bringing in experts, and under certain circumstances there is nothing wrong with this. It can be fun and rewarding to undertake DIY projects, and many individuals make a hobby of it and build on the skills that they learn over time. They purchase needed equipment and find ways to put it to good use.

One of the reasons why the DIY craze has taken hold in America is because information has been become readily available over the Internet. You can find out how to do many things by simply popping a term into a search engine. This is all well and good, but you should be very cautious before taking on some DIY projects. One of these is estate planning.

Your estate represents all of the resources that you have been able to accumulate throughout the entirety of your life. Estate planning is undertaken in an effort to transfer these assets to your loved ones after your passing. This is your final act of giving to those that you love the most, and it involves some significant financial resources. To do this properly and safely you need the advice and guidance of an experienced estate planning attorney.

There are websites out there that try to sell people estate planning kits and software programs, and they make claims regarding how easy it is to plan your own estate. When things sound too good to be true they usually are, and a little bit of common sense goes a long way. If you want to roll up your sleeves and plant a garden for yourself, by all means, enjoy the project. But if you want to make preparations for the future, the only logical course of action is to engage the services of a licensed estate planning lawyer.

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Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, Legacy Planning

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Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.

DKS & KMS Client Review August 28, 2020

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John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.

David J. Client Review August 28, 2020

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My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.

Jillian Client Review August 28, 2020

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