But, almost everybody that completes their plan uses these words
When completed, you can relax knowing that people you know and trust will be there for you and have the legal authority to help you without the need for court intervention and interference in your life
Keep you away from Adult Protective Services
Minimize hassles for your family like probate
Make sure your family is cared for the way you want
Protect Adult and Minor Children
Protect Minor Children
Keep children out of foster care (Child Protective Services) even for one night
Control the money and other assets so they don’t squander them
Provide for Charity
Get property to your family quickly and privately without court intervention or interference
Save your family from difficult decisions
Ease Burdens on Your Family
Prevent Probate – Keep your family (and you) out of court and keep your affairs private
Stop guardianship proceedings before they can happen
Hello and welcome to episode 1 of the estate planning academy. I’m your host, Gary DeWitt, and this is the internet’s most passionate show about estate planning. Today’s topic is About Gary and an overview of the academy.
I want to spend just a few minutes telling you why I do estate planning. I wasn’t always a lawyer. Until 2010, I worked in information technology, mainly writing computer programs and trouble shooting problems.
I had a pretty normal life for a boy growing up on a ranch in Northeastern Oklahoma. I spent my days going to school and my mornings, afternoons and nights working on my family’s farm. At an early age, I learned the importance of hard work. My family raised me with strong values: Perseverance, Honesty, Integrity & Service.
However, everything changed in February 2010. One morning in February 2010 I got “the call.”
Mom and I went through Probate after that. For mom and I it just added extra work in a time when we really didn’t need it. Probate was mentally tiresome and emotionally draining, not to mention expensive.
Although, not many people go to Law School with the goal of becoming an Estate Planner, that’s exactly what I did! I attended the University of Arkansas Law School, graduated, passed the bar and was reborn as an attorney.
My education, coupled with my valuable life experiences, gives me a unique perspective and allows me to bring Estate Planning and Elder Law solutions to your family, in a way that goes beyond the traditional lawyer/client relationship. I don’t provide canned, one-size-fits-all plans.
I opened the DeWitt Law Firm and I limit my practice to the areas of Estate Planning, Elder Law & Probate. Growing up on a farm, it was understood that during the good times, you should prepare for the not-so-good times (accidents are not uncommon on a farm).
And, I wrote the book “Secrets of Excellent Estate Planning” because I see so many people that have misconceptions, or just plain wrong information, about planning. They needed a source of good advice.
What are we going to cover in the academy?
Definitions and concepts
Overview of the documents
How to decide between and Will and a Trust
And Much More
How Will the Information Be Presented
I’m thinking about doing a lot of slide decks like this one so I can give you an easy to read transcript. It’s easier to turn a slide deck into a document than to transcribe live face-to-face video.
I’ll do some live video on the whiteboard if that is the best way to explain the concepts