Estate and Trust Planning - Meredith Hodges - Lucky Three Ranch

Estate and Trust Planning - Meredith Hodges - Lucky Three Ranch

• Establish a plan that ensures the proper care of your animals should you pass on before they do. 
• Check out the laws in your state so that your plan can be carried out. 
• Have a conversation with friends, family, and/or business associates who qualify and are willing to take on the responsibility of your last wishes.
• Set aside the funds for your animals' future and the caretakers as well in a trust fund.
• Keep your records organized; regarding the care, feeding, and vet records, including all documents that will help the new crew to move forward with your plan. 
•  Work with a financial advisor to keep you moving forward with your plan. 
• Hire a qualified attorney to draw up your trust and estate plan - this ensures your plan is legal in your state and all documents are filed accordingly.
• DO NOT carry out a written agreement signed by you and your friend. This will not hold up in court.   

www.MuleTalk.Net  

www.LuckyThreeRanch.Com/Podcast-Appearances/

Mule Talk is an Every Cowgirl's Dream production - www.EveryCowgirlsDream.Com

www.MuleTalk.Net

www.LuckyThreeRanch.Com/Podcast-Appearances/