The Cost of Estate Planning Procrastination

Estate Planning

The Cost of Estate Planning Procrastination

As a comprehensive financial advisor, I have reviewed over 70 wills written by some of the best attorneys around the country. Yet, inevitably, there are mistakes in the overall estate plan. In no way are the attorneys at fault; rather, the culprits are typically time and money. For example, family estate documents prepared by an…

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The crucial importance of creating a Digital Estate Plan

In late 2004, a roadside bomb in Fallujah tragically took the life of twenty year old Marine Lance Corporal Justin Ellsworth. And it fell to his family to conduct the painful process of wrapping up his estate. But his father, a police sergeant named John, ran into an unfortunate problem…because Justin’s e-mail provider, Yahoo, wouldn’t…

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