Asking for a Friend - Why do I need an estate plan?

June 12, 2023

Question: Why do I need an estate plan?

Answer:

  • CONTROL Don’t let the wrong person make important decisions. You can make the important decisions now.

  • PEACE OF MIND When you die, your will goes through probate, and your assets become public record. A trust keeps your assets private.

  • PRIVACY Accidents happen all the time. Make sure you and your loved ones are protected.

Also, see our checklist: What Issues Should I Consider When Reviewing My Estate Planning Documents?


Do your friends ask you financial questions?
Pass those questions on to us at AskRPG@rootedpg.com and we will feature them in our future newsletters.