Estate Planning: The Right Umbrella for When It Feels Like the Sky is Falling

Posted in current events, Elder Law, Estate Planning, retirement planning by Tracey Ingle on March 25, 2020

In crazy times, estate planning can be the grounding force you need.

Corona-virus is wreaking havoc around the world. The stock market is tumbling. St. Patrick’s Day festivities… canceled. Stay-at-Home advisories and orders. And as if that weren’t enough, Tom Brady broke up with New England via Twitter.

The number of times we’re hearing the word ‘unprecedented’ is, well, unprecedented. If you’re like many, you’re feeling more anxious.

Things might seem out of control.

One thing you can do that has been shown to actually be helpful is to take action on things you CAN control. It gives you something constructive to do, occupies your mind for a while and provides a sense of accomplishment. For example, if you’ve been putting off getting your Will or Trust done, this might be just the time to get started.

Listen, if you know me, you know I don’t like to “lead with fear” like a lot of estate planning attorneys.

Our approach is always about focusing on your goals. I want to make sure we stay focused on getting you knowledge and information you need so you’re confident that you’re making smart decisions.

But if fear and anxiety are what have grabbed your attention and gotten you to think about getting your planning done, then let’s capitalize on that momentum. Let’s use it as the impetus to take action and ultimately ease your anxiety.

We’re currently undergoing the biggest work-from-home experiment in history.

Some are struggling to get up to speed on new technology. At Ingle Law we’ve been working this way for awhile now. We’ve already got an efficient structure in place to support you and your family to keep things as simple as possible.

And you’ve got our commitment to stay connected so you and your family are safeguarded in a way that you feel secure.

Smart. Simple. Secure.

If you’re ready to take some action, take back some control, and have even a little peace of mind, let’s get started. Our Planning Goals Discovery Session is an easy, no cost (and therefore) no-risk way to begin. You’ll give us a little bit of information about yourself, and then you’ll get a link to our schedule.

Find a time that works for you, and we’ll take the rest from there. You can sit back and breathe a sigh of relief.

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Thank you for all of your help in the handling of my mother's estate. I know it wasn't an easy one to close.
L.I., Holliston, Mass.
I just wanted to thank you for all you have done to help me with Dad. I don't know how I would have been able to deal with everything alone. I just want you to know I appreciate it very much.
P.C., Bolton, Mass.
I always sing your praises when the subject of estate planning or Medicaid come up. My sincerity must come through because I truly was impressed with your handling of my own case. Thanks so much.
A.C., Concord, Mass.
Thanks for the multiple updates! The entire matter could be sit-com material if it wasn't real. I like the way you are handling it!
B.G., Sudbury, Mass.
You made a bewildering task comfortable for us with your detailed explanations, inexhaustible patience and easy manner. I especially appreciated your thoughtfulness in working with my Mom and the graciousness with which you addressed the two changes made to the carefully crafted plan. I will look forward to working with you again, not only with Mom's needs, but as my husband and I review our own plans. Thank you.
E.C., Marlborough, Mass.
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N.S., Winthrop, Mass.
You have made my year a little easier. Thank you for all your help.
Financial Advisor, Hudson, Mass.
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B.W., Framingham, Mass.
Tracey! Many thanks for bringing so many pieces of the puzzle, for your non-anxious presence, for the complex gleam in your eye which at a minimum includes intelligence, humor, clarity, experience, eagerness to help and friendship and for conversations just begun. Thanks! Peace and blessings.
P.P., Lee, Mass.
I want to thank you for your help with my perplexing situation back in January. I'm so happy that I thought to tell the woman who called that I would to talk with my lawyer. As always, you did a very nice job of handling all the details with myself and all the contacts related to the situation. Thanks for all your good help.
D.D., Marlborough, Mass.
Thank you so much for helping me at a time I really needed it. I hope you will always be successful because you are a kind person who has insight to put an elderly client at ease.
C.R., Hudson, Mass.
On behalf of [our Church], I would like to extend a sincere "Thank you!" for your participation in the health fair. Not only did you give a very informative and helpful presentation, but you also extended yourself and helped with the projector as well as helping the other presenters get set up. All above and beyond the call of duty, but I am very grateful for all of your assistance and expertise. There was much learned after actually hosting this type of venue for the first time. I hope that if we run this type of event next year that you would like to be involved.
S.M., Newton, Mass.
Thank you again for all your excellent work on my Dad's probate estate.
S. & J. W., Southborough, Mass.

There were several things that were beneficial in working with Attorney Ingle including her ability to simplify complicated concepts so the average person could understand them and an ability to put the client at ease when discussing private, personal issues. She was willing to explain things without making me feel ignorant. We now have the peace of mind in knowing that we have put out finances in order in a manner that will hopefully be beneficial to not only us but our children as well.
L.B., Framingham, Mass.
At first I was reluctant to be interviewed for my Legacy Story but thank you for doing it. I listened with interest and tears. A great legacy, so thanks again.
S.M., Newton, Mass.

Attorney Ingle was fearless in taking control and although considerate and attentive to my concerns, she let me know when my thinking was incorrect or not useful. I felt at ease and confident in her knowledge of law and organization skills. While her rates may appear relatively high, her trustworthiness, efficiency and disinclination to waste time in frivolous litigation actually saved money. Having worked with several attorneys when this same "opponent" was involved, this experience was 100% calmer for me while my "opponent" remained frustrated.
R.S., Framingham, Mass.

I like that you were autonomous and took a load off of my mind and to do list. My aunt's estate was a confused mess. You dug through the piles of paperwork and brought order to it. I felt that I was supported by a team. You guys did a great job with a tough estate. I never worried about hot it was being handled.
R.H., Framingham, Mass.

I liked the professional and warm atmosphere of the firm. I felt comfortable that my needs were being considered. I've worked with other attorneys before, but working with Ingle Law was more personal. Thank you.

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