Although this article (written by our friend Tereina over at the AAEPA) was originally meant for Valentine’s Day, I thought it was a useful illustration of potential family issues and worth linking to now. It addresses some of the ways estate planning can defuse family issues and ensure a smooth transition to the next generation. It’s a great time to make an appointment with us to talk about your particular situation, along with your goals and any long-term concerns that you may have. Even if you already have a plan in place, when was it last updated? Does it still accomplish your objectives?
If you’d like more pointers on potential family issues in estate planning, I’d suggest reading Tereina’s article.
- Interest Rates and Estate Planning – Part I - March 16, 2023
- Love and Your Estate - March 14, 2023
- Lessons from Lisa Marie - March 9, 2023