August is National Golf Month. As with golf, an estate plan takes careful preparation and continual refinement for the best results.
You step up to the ball and take practice swings. It is a shot you have made hundreds of times. The breeze is a little stronger. The grass is damp. The same old sand trap guards the flag. You adjust your hands, set your feet, eye the ball, and hit it square. Everything feels dialed in . . . until the ball sails into the sand.
Golf, like life, has a way of humbling even the most experienced among us. Conditions change. Variables shift. What worked last time comes up short today. Estate planning is no different. It is about knowing the terrain, making smart choices with the tools you have, and adjusting as life throws you its fair share of water hazards, wind gusts, and bunker shots. In the coming weeks, I’ll discuss how to work on your estate plan.
