Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you and your loved ones cannot afford to have been made. Some mistakes involve ignoring common sense such that it would be
Before you get alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you…and I’m willing to share how. What do I mean? Creating “to-do lists” of resolutions and goals is part of human nature. So is having a hard time getting the tasks on those lists done.
Estate planning is on many “to-do lists” each year. That is a good thing. But resist the temptation to simply check it off your list. It’s not a “one-and-done.” If you are doing your planning right, it should never leave that list because it’s something that should be revisited and done every year. Watch this