Creating an Estate Plan: Why Now?

Many people think that estate plans are for someone else, not them. You may think you are too young or don’t have enough money to reap the tax benefits of a plan.

On this edition of Life Happens Radio, attorneys Aaron Connor and Rebecca Cerny shared why everyone should have a plan, regardless of age or net worth.

They discussed the importance of planning now by sharing what can happen when you wait, including:

• Losing capacity without having a power of attorney

• Having minor children without appointing a guardian

• Blended families with no documents

• Business ownership without a successor named