It seems like 2015 is moving quickly – and we want to make sure you don’t miss the boat on any important planning goals you have for the year. We also want to make sure that estate planning is on your 2015 “to do” list.
Many people assume that if they don’t have a large home or large assets that estate planning is less important for them. While there have been many high-profile cases of estate planning disputes (most recently, Robin Williams’ family), estate planning matters for everyone. Without proper planning, your wishes may not be carried out and your loved ones may find themselves in a drawn-out struggle to determine what will happen to your estate.
That’s why we’ve made our latest Resource of the Month an Estate Planning Checklist that details five steps you can take right now to make sure your estate is in order.
Even if you take these five steps, we always recommend that you consult an estate planning professional to make sure your plans are articulated clearly and in ways that will avoid dispute further down the line. The Robin Weingast & Associates team of experts would be happy to review your plans and make suggestions that match your needs and goals. Contact us today to learn how we can help