Susan Burkenstock of Elkins, PLC, has seen how estate planning can often be a “something you get around to” endeavor, not considered until a family member dies or has a serious injury. In her view, anyone with assets or children should plan for the future.
“Sometimes people want to use an internet form or a lawyer who doesn’t specialize in estate planning, and they may (or may not) end up with a valid Will. This can lead to missed planning opportunities. My objective is to educate clients, giving them strategies to consider that result in a better fit for their goals,” explains Susan. “Estate planning involves more than signing a Will. At a minimum, clients should consider executing a power of attorney, which in some cases may be more important than a Will.”
Last August, LA enacted changes in the law simplifying Will formalities in an effort to focus on testator intent rather than rigid rules. Susan believes this may be a slippery slope in the determination of what is or isn’t a valid Will. Constant changes in the law are another reason to trust the planning and implementation of a well-considered estate strategy to a Board Certified Estate Planning and Administrative Specialist and Fellow of the American College of Trust and Estate Counsel, like Susan.
Comfort Movie: When Harry Met Sally
Favorite Cocktail: Cosmopolitan or Lemon Drop
Hometown: River Ridge
Current Music Obsession: Earth, Wind, and Fire
elkinsplc.com | 504-529-3600 | 201 St. Charles Avenue, Suite 4400, New Orleans
