This article from my good friend, Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan.
You Never Know: Planning for the Unexpected
Mark Costley
With more than 30 years’ experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, living trusts, financial law, probate, and trust administration. Mark’s work involves elements of teaching, strategic analysis and planning, documentation, and assisting clients in implementing their plans. He is devoted to providing the best in planning, efficiency, administration, and asset protection.
Latest posts by Mark Costley (see all)
- 5 Things You Need to Do Immediately If You Are the Executor - June 6, 2019
- New Tax Proposal re: Retirement Savings - June 3, 2019
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust - April 9, 2019
