Everyone Needs an Estate Strategy

April 08, 2021

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate.

The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills.

As heart-wrenching as this may be for her loved ones, it does highlight a universal truth: setting up a clear and thorough estate strategy can help families manage stress and legal battles after we're gone.

For example, a single will that has been witnessed, notarized, and shared with your loved ones in advance can play a key role in protecting your legacy. Other documents and tools can help, too, depending on your situation.

At the same time, estate conversations take time, sensitivity, and care. I'm here by your side, helping ensure your legacy continues as you envision it.

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm.