Why do estate planning now?

05/08/2024 3 min
Why do estate planning now?

Listen "Why do estate planning now?"

Episode Synopsis

Planning in advance allows a family to grieve when someone passes – avoiding calling an attorney to start a court case; avoiding arguments with other family members; sparing expense for funeral/cremations.



One of my greatest victories is when a client calls after a loved one has died and I can reassure them that all is taken care of and nothing needs to be done until they’re ready.