Jun '23 in General discussion
Who needs an estate plan?
Everybody needs an estate plan, whether or not you have lots of assets. An estate plan controls things that happen if you become disabled or die.
If you don’t have an estate plan, or it’s improperly designed, your money can end up in the wrong people’s hands. For example, if your kid gets divorced, half of the money you left for them and your grandkids will most likely go to their ex-spouse. Or, if your kid is at fault in a serious car accident and is sued, all your money could go to the victim’s family.
These terrible situations, and many others, can be avoided with a properly designed and implemented estate plan. Let's ask our clients and their families if they've completed or updated their plan recently.
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Who needs an estate plan?
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