Passare Expert Series Kickoff | Robert L. Shepard

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Welcome to the Passare Expert Series, a forum where we give our panel of experts an opportunity to speak directly to you. We want to kick things off by introducing Passare contributor Robert L. Shepard, a preventative law attorney who is an expert on Estate Planning, Wills and Trusts.
Robert will advise you on all estate-planning issues, from drafting documents and trust administration to navigating probate court.

Passare:  Welcome Robert, we are pleased to have you as a Passare contributing partner. Tell me a little about your practice?

Robert:  Thanks for inviting me to participate in the Passare Expert Series. The first question most people ask me when they find out what I do is “What are the benefits of having an estate plan?” I tell them anyone can benefit from having one.

Passare:  Are estate plans for everyone?

Robert:  No matter the size of your estate, everyone has their own individual wishes and unless they are properly expressed in the right estate plan, their wishes are not going to get carried out. If you are thinking about planning your estate, it often helps to know what motivates other people to plan theirs.

Passare:  Why do people typically contact you?

Robert:  Clients contact me for many reasons but the three main ones are tied to significant life milestones or passages.

A Loved One Passes Away – The number one thing that brings people in to see me is a parent or grandparent has passed away who didn’t have an estate plan. Usually they come in after they went through a disaster and the experience made them realize what a catastrophe it is when you don’t have a plan in place. This scenario can strike a person of any age. Many clients say to me, “Don’t let this happen to me” so often times, I will see an entire family come in to get an estate plan.

Read the full interview with Robert L. Shepard here.

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