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the most rewarding thing that I found in
the estate planning practice is the
comfort and peace of mind that I’m able
to provide my clients and putting
together an estate plan so when you have
a proper estate plan in place you’re
able to take care of your loved ones
after you pass away make sure your
property passes according to your wishes
and you’re able to generally achieve tax
planning objectives so this provides not
only my clients with a great deal of
peace of mind but it’s also easing the
burden on their family members who are
left behind knowing that their family
members had planned
ahead one piece of advice that I
frequently give to clients is not to do
their own legal work so what I found
over the years is that when people cut
Corners they try to use use online tools
or forms that they find a mistake is
pretty much always made and so this
could be something as simple as failing
to execute a beneficiary designation you
may fail to provide for minor
beneficiaries disabled beneficiaries or
achieve your tax planning objectives so
what I tell clients is to put an estate
plan in place is a really worthwhile
investment not only for you but for your
family members as well because when
these mistakes are made you are creating
additional administrative Hassle and
expense for family after you’re gone
Portland, OR estates & probate attorney Sara Winter talks about the most rewarding aspect of her practice and shares her most common piece of advice to clients.