Why Do I Need an Estate Plan?
o Inform others which medical procedures are acceptable to you via advance medical directive.
o Protect your family.
o Select the legal guardian of your children if you die prematurely.
o Protect your business if you are self-employed.
o Determine who inherits your property and assets.
o Ensure your money is spent the way you intended after you are gone.
o Donate to your favorite charity.
o Anticipate and correct any potential complications during the transfer of your wealth.
o Avoid common tax mistakes, including unecessary liens.
o Make sure your assets are not intercepted by an adverse party such an ex-spouse.
o Protect your privacy posthumously.
o Avoid unnecessary expenses and delays associated with probate court.
o Make reasonable preparations for your inevitable death, burial and final expenses.
“Our estate plan is already done, right?” Wrong.
The Glass Wall
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