Estate Planning Weekly Donald Rolfe

Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered. 
It just goes to show that the unexpected can and does happen.
Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but being prepared for a closer to home problem is important too.
That is what estate planning is all about...being prepared for the unexpected and the inevitable.
https://www.myestateplanmeeting.com

1. Not doing any estate planning.
2. Only planning for end of life.
3. Leaving decisions for splitting assets to someone else.
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With the run on TP, I got to thinking about how unprepared most people were for a lockdown.
Having the essentials on hand is very important...from TP to your Estate Plan.
https://www.myestateplanmeeting.com

Longtime couples that aren't married need to take into account different estate planning strategies than married couples.
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Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.
This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.
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When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit.
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