In Forrest Gump, Lt. Dan Taylor gave his simple orders: “Keep your feet dry, and don’t do anything stupid!” These orders apply to estate planning as well as combat, and I have written a 20-page white paper about how to keep your family out of trouble.
Also in the background is the Atlanta Financial Center, where I first started practicing law. Some of the estate-planning mistakes include:
Failure to plan for the reemergence of old family conflicts;
Failure to set up a trust to take care of the most vulnerable heirs;
Failure to appoint the most dependable and trustworthy people to be executors, trustees, etc.; and
Failure to see the “big picture” of estate planning as a comprehensive process, not merely a checklist of things to draft and sign.
You can order the white paper by clicking here:
Please keep this email. It is only a question of time before someone you know will need this information. Thanks!