Faith and Estate Planning Go Hand-in-Hand

For many people in the Colorado Springs, Colorado area, questions of faith lie at the heart of their lives. When religious and value-driven people go about starting the estate planning process, they want to be sure that they will be able to protect their spiritual beliefs. But how do you do this? How does a person of faith go into an estate planning attorney’s office and make sure that the attorney knows what is important? How can you be certain that the plan you create will protect your values and keep your faith strong?

To help answer these questions, we are going to take a closer look at the estate planning process. Understanding how this process works, what your role in it is, and what you can do to protect your spiritual concerns can help alleviate any fears you might have.

Creating an Estate Plan with Your Attorney

Estate planning attorneys deal with estate planning issues on a daily basis, are aware of changes that take place, and can even anticipate what changes might likely take place in the future. This is why they are so good at helping people create estate plans. It’s not because they’re particularly smarter or more insightful than others, but rather, because they have the training and experience necessary to understand the estate planning landscape.

When you go to talk to your state planning attorney, you and your lawyer will sit down and discuss what creating an estate plan is all about. Your lawyer will ask you some pointed questions about what you have, what you want, as well as anything else that might affect your estate plan. Once your attorney knows your goals and your current situation, your lawyer can then provide you with the advice and guidance you need about how to create a plan that protects you.

Making the Important Estate Planning Decisions in Light of Your Faith

It is your attorney’s job to give you advice and guidance, but it is not your attorney’s job to make the important estate planning decisions for you. In the end, you will have to make all of the choices that determine what your plan will do, what it will protect, and what issues it will address. Creating an estate plan is not an legal necessity, and you have the final decision on what your plan does or doesn’t do.

As you think about the estate planning issues your attorney explains to you, doing so in light of your faith, spiritual values, ethical concerns, and personal beliefs is absolutely essential. You must be comfortable with the plan you make, and feel that it protects not only your legal interests, but also reflects your values. Taking the time to think about estate planning issues, talking to others about them, and being comfortable with your decisions is essential if you want to get the most out of the planning process.

Come to our Estate Planning Workshop to Learn More!

Our next estate planning workshop will be held in February.  Be sure to go to our workshop page for more information.  We look forward to meeting you at the workshop!

Author Bio

Catherine Hammond is the CEO and founder of Hammond Law Group, a Colorado-based estate planning law firm she founded in 2005. With a strong focus on protecting families from the legal consequences of disability and death, she creates comprehensive estate plans that minimize taxes, costs, and government interference.

A native of Denver, Catherine completed her undergraduate studies at Coe College in Iowa, and her Juris Doctorate from the University of Denver College of Law in 1993, concentrating on estate planning, tax, and mediation. Catherine is a member of various professional organizations, including WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys, the Colorado Springs Estate Planning Council, and the Purposeful Planning Institute. Beyond her legal expertise, Catherine provides transformational coaching to support clients and their families through life transitions.

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