Phoenix, AZ estates & probate attorney Mark Bregman talks about the philosophy that guides his work and shares the most common piece of advice that he gives his clients. He shares that his philosophy as an estate planner is to educate clients about the full scope of estate planning. He notes that most clients initially come with the assumption that the goal is simply to transfer property to the next generation or provide for a spouse. However, he emphasizes the importance of planning for potential incapacity, including who would manage their assets if they become unable to do so.

He guides clients in considering who would be best suited to oversee their assets both in the event of incapacity and upon death, and whether the beneficiaries are capable of managing the property they will inherit. He frequently reminds clients that while they often know more than he does about their own lives, they may need guidance in determining the best way to manage their property and address potential conflicts among loved ones.