Posted on March 30, 2009 by David Shulman

Don't be a Fool with regards to your Estate Planning. Or is that Do be a Fool, I can never get it straight

The Motley Fool just published a brief article entitled 3 Estate Must Dos.  They are:'

  • Find an attorney who is thoroughly versed in estate planning. Your divorce lawyer or patent guy probably won't hack it. 
  • Stay up to date on tax changes. They affect your planning documents.
  • Make sure that the right people know where to find these documents. Remember, it's a question of when (not if) they'll be needed.

 

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