Lesson learned: Plan my estate before a health crisis.
By Courtney Ferguson
Elder law attorney Valerie Logsdon noticed a significant change in people during the COVID-19 pandemic. “The pandemic gave lots of people a greater awareness of their eventual demise,” says Logsdon. Instead of saying “if I die,” they started saying “when I die…
“Clients also saw the importance of estate planning now – not putting it off until it becomes an emergency,” She adds. “Some were more thorough, as well. One highly-intelligent couple came to me and asked me to review their trust. That’s when we discovered each spouse had disinherited the other. What a catastrophe that could have been!”
From a business perspective, although the demand for new trusts has plateaued, the flow of business remains strong and steady. “Since I recommend that anyone owning real estate should have a trust, done correctly by an attorney, this conscientious new mindset is an encouraging sign.”
– Valerie Logsdon
“The pandemic gave people a greater awareness of their eventual demise.”
Another thing Logsdon learned: embrace the advantages of new technology.
“Zoom was awesome for court appearances during COVID, and I found I could work more productively,” she says of the video-conferencing platform that became basic for business and social survival. “Instead of traveling to (the county courthouse in) Nevada City, I stayed in my Grass Valley office and, while waiting for my court time, I was able to work on other items.”
470 S Auburn Suite B, Grass Valley
(530) 272-7207
www.goldenagelaw.com
