The names are fictitious, but the story is, unfortunately, very real. This is an example of the way in which a simple legal procedure would have saved prolonged anguish and still-uncalculated expense. In my experience, I find many of these kinds of situations where people wait. Debbie was a woman who came to me when she was already in the last phase of her journey with breast cancer.
She had waited during more than a year of treatment to begin her estate plan and she knew she needed to act fast. She had a 12-year old daughter and an ex-husband who. Tom died in his sleep with a Will he'd created three decades ago, dividing everything equally among his four children, who are now adults.
She had waited during more than a year of treatment to begin her estate plan and she knew she needed to act fast. She had a 12-year old daughter and an ex-husband who. Tom died in his sleep with a Will he'd created three decades ago, dividing everything equally among his four children, who are now adults.
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During this critical time period, I am continuing to meet with clients by phone and also by email. If you know someone who has not yet prepared themselves with estate planning, please consider referring them to me. I appreciate all referrals. For those of you who've worked with me before, you may know that I like to give clients a "homework" assignment.
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