Everyone Needs an Estate Strategy

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate.

The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills.

As heart-wrenching as this may be for her loved ones, it does highlight a universal truth: setting up a clear and thorough estate strategy can help families manage stress and legal battles after we're gone.

For example, a single will that has been witnessed, notarized, and shared with your loved ones in advance can play a key role in protecting your legacy. Other documents and tools can help, too, depending on your situation.

At the same time, estate conversations take time, sensitivity, and care. I'm here by your side, helping ensure your legacy continues as you envision it.

We have partnered with Trust & Will, a digital planning platform for online access to legal documents designed and approved by estate planning attorneys to comply with state-specific guidelines. For more complicated cases, users in certain states can add unlimited Attorney Support for a flat, one-time fee. We have negotiated a discount for our clients. To receive the discount please visit our website and use the Trust & Will link.