Many celebrity deaths from Prince to Whitney Houston have highlighted what can happen to an estate in the event of an untimely death. So, how can you prepare for the unexpected? Do you know what to do when your older relative falls and breaks a bone? There can be a lot of decisions to make. Where do you turn?
I like to use the term “Life Planning,” and this is where our Estates, Gifts and Trusts (EGT) Team thrives. There are three categories of which you can look at life planning.