As estate planning attorneys we help families solve difficult issues. Oftentimes issues of ethics come up, whether it is interpersonal issues within a family or how an estate planning scenario plays out. We strive to always do not only what’s right and what’s in the best interests of our clients. We are guided by a set of principles and ethics. Last week we attended an Estate Planning Strategies Conference in Anaheim California to connect with other estate planning professionals and to keep up with the latest trends and best practices in estate planning.

At the conference we took part in a session on Ethics in Estate Planning. As participants we were invited to engage in ethical dilemma exercises that explored complex ethical situations. We discussed some key issues in ethics, such as ethics in financial services, how people make ethical decisions, including the way social norms influence ethical decision-making, and the difference between ethics and compliance and much more.

Estate planning is an opportunity to engage with our clients’ real needs and priorities to help them make the best decisions for their lives. We rely on our experience to help our clients, remaining mindful that everyone’s situation is unique. We don’t judge our clients, we only judge ourselves on how well we are able to help them. Oftentimes we can see problems that may arise before they happen. These can arise when there are family dynamics or issues with the care of a loved one. Whether you are just beginning in estate planning or dealing with something more complex, our attorneys have the experience and skill to guide you through any of the challenges you might face.

If you are having a challenging issue that is related to your estate plan or you have something you need to review with us then please contact Rob Arone or Julia Abbott.