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Estate Planning is for Everyone

August 03, 2023

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.  

Take some time to work on your estate planning. Here are a few steps to start this important endeavor:

  • Create your will if you haven't already.
  • If you have a will, take time to review it if you have had a major life event since it was created or if you have not reviewed in the last 3-5 years. 
  • Check out this Reviewing My Estate Plan checklist to see how you are doing and what actions you may need to take.
  • Complete a Just In Case letter. This will not take long but will go a long way in sharing important information and intentions.
  • Visit the Estate Planning page on our website for more information and downloadable estate planning documents.

Estate conversations take time, sensitivity, and care. I'm here by your side, helping ensure your legacy continues as you envision it. Please let me know if you have any questions or would like to discuss further discuss estate planning.