B. H. G R E E N B E R G & A S S O C I A T E S
ATTORNEYS & COUNSELORS AT LAW
26 West Dry Creek Circle, SUITE 520
LITTLETON, COLORADO 80120
(303)730-7100 Fax: (303)730-7195 Email: bgreen@lawyernet.com
This estate planning workbook, published by Mr. Greenberg, has helped many families learn to think about their estate planning needs and to formulate their planning goals. Welcome to the enriching world of Life Planning.
LIFE PLANNING™ A LOVING APPROACH TOESTATE PLANNING
FAMILY WORKBOOK AND RESOURCE GUIDE By:BERNARD H. GREENBERG
Attorney at Law
B. H. GREENBERG & ASSOCIATES
Attorneys and Counselors at Law
26 West Dry Creek Circle, Suite 520
Littleton, Colorado 80120
(303) 730-7100
Price: $21.95
4th Edition © 1994 All Rights Reserved
Estate planning is one of the most important gifts we can give to ourselves and families. Through proper estate planning we can protect ourselves during our lifetimes; protect our families during ours and their lifetimes; and preserve and protect our assets and wealth so it can be used for our families instead of taxes and lawyers fees. It is the way we control what happens to ourselves and families in the future even though we cannot predict what will happen in the future.
As with other types of planning, estat planning is the bridge between the known present and the unpredictable future. For example, we cannot predict if we might become disabled in the futrure. However, with correct estate planning we can dictate how we would be treated physically and financially without interference from outside sources such as nursing homes and the courts. This is the importa ce and essence of planning--the ability to cotrol results in a future which is uncertain.
The Harvard Business School concluded in a study several years ago that people take aciton out of either desperation or inspiration. Ther purpose of this Workbook is to assist your inspirational approach to your estate planning.
Good estate planning does not involve the filling out of forms, or the use of computer programs you can buy at the store. Proper estate planning is entirely focused on your particular family and your financial situation. This requires some loving introspection on your part in developing your own estate planning goals. Good luck, and welcome to the work of life planning™ a loving approach to caring for yourself, your familly and preserving and protecting your wealth and prpperty.
THE DEFINITION OF ESTATE PLANNING
A New Way to Think About Estate Planning.
There are many definitions of estate planning. many people believe that estate planning is about distribution of property at death. Others say that estate planning is about creating wills or trusts. Still others mention estate planning int he same breath with asset creation or preservation. All these definitions are parthly true, but they do not provide a simple and workable definition of estate planning.
What estate planning really means is:
The creation of arrangements so that what you want to have happen to yourself, family and property will happen; with whatever conditions you decide; without outside interfernece; at the least possible cost, with dignityh, privacy and efficiency.
Notice that nothing in our definition mentions death; dying; disablility or other such difficult topics. The focus for your estate plan is on creating arrangements to make certain that you can dictate the outcome ofvarious future events. This is how estate planning enables you to build a bridge between the present and an uncertain future.
By arrangements, I mean legal documentation; proper titling of assets; and the use of other estate planning techniques.