What’s the shocking truth every family needs to know about estate planning?
There are three shocking truths every family needs to know about estate planning: 1) it’s not something you do once and never look at again; it’s an ongoing process that must be revisited at minimum every three years and preferably annually; 2) it’s not just for old, rich people; it’s something that needs to be considered by all adults who care about the family they’d leave behind at their death; and 3) it’s about so much more than your financial estate; it’s about passing on your intellectual, spiritual and human assets and leaving the world a better place. 2. Why do so many people fail to name a guardian? Many parents fail to name a guardian for their kids for two reasons: 1) they can’t decide who to name and 2) they just don’t know how easy it can be. 3. How do you help parents to determine whom they should name as a guardian in the event of their death? I guide parents through a simple three-step process that helps to remove the emotion from the decision. In fact, I’ve never had a