In a recent meeting with a client, we were deep in conversation about estate planning. The client mentioned she had a few final wishes she wanted to be carried out. She asked if these wishes needed to be written into one of her legal documents. While I am not an attorney, I was able to lend her some simple advice.
Most of what our estate planning documents convey is the legal transfer of assets and how those assets will be managed into the future, along with the designation of control persons to assist in navigating the transfer of those assets. …Read More