Everyone Needs an Estate Strategy

August 02, 2023

Happy second day of August! Did you know August is "Make a Will" Month and "What Will Be Your Legacy" Month? Yes, there are probably other themes for August other than estate planning but this is an estate planning article, so cut me some slack. :-) 

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate.1

The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills.

As heart-wrenching as this may be for her loved ones, it does highlight a universal truth: setting up a clear and thorough estate strategy can help families manage stress and legal battles after we're gone.

For example, a single will that has been witnessed, notarized, and shared with your loved ones in advance can play a key role in protecting your legacy. Other estate planning documents and tools can help, too, depending on your situation.

At the same time, estate conversations take time, sensitivity, and care. I'm here by your side, helping ensure your legacy continues as you envision it.

Source: NPR - https://www.npr.org/2023/07/11/1187145704/aretha-franklin-will-estate-sons-inheritance´╗┐