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.