You Have a Will - Is It Time for an Estate Plan?
Most people have a will. But a simple will often doesn't cover some complex issues facing your heirs, which is why I recommend an estate plan.
I work with doctors, accountants and other professionals, small-business owners and people getting ready to retire. They may have a will and a trust for their children, but an estate plan answers three fundamental questions:
- What you want to happen after you pass away;
- Why you want it to happen;
- Who will ensure it happens.
Most people have legal documents that answer the first question; in
