I Never Thought I Needed an Estate Plan Until This Eye-Opening Moment

You may not be thinking about ⁠estate planning⁠ until Life Happens: the unexpected death of a parent or sibling. Families are thrown in to grief and then, the settlement of affairs. If there was no estate plan, they’re thrust into the probate process, which can take months or years and cost plenty.

That’s when the ah-ha moment often hits: “I should create my estate plan!” On this episode of Life Happens Radio we focus on the difficult experiences that result in a determination to do it better, to take control.

Attorneys Aaron Connor and Kristen Peck describe real-life scenarios of clients who never thought they needed a plan until an unexpected loss changed things overnight. Often, it’s only when we’re faced with daunting tasks with a loved one’s estate that we realize it’s time to prevent the same cycle of events for our heirs. Aaron and Kristen will explain why it’s never too late to start with these five first steps:

1. Take inventory: what do you have?

2. Decide who will act on your behalf, in life and after death

3. Meet with an estate planning attorney

4. Create a ⁠will⁠ and consider a ⁠trust⁠

5. Anticipate long-term care costs in your plan

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