Making sense of illness, death and taxes through the eyes of Attorney and Author, Melinda Gustafson Gervasi
Thursday, May 5, 2011
Organization - An Essential Element of Estate Planning
I always tell clients and seminar attendees that no matter the estate plan, organization is key. Whether it is a basic will or a sophisticated trust, having your papers organized so that others can make sense out of them is invaluable. And, I am not alone in emphasizing this fact. Today I read about a new book, The Estate Documents Organizer, by Julie Jones. It sounds like a great book, worth checking out from your local library of finding on Amazon.com.
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Book Recommendation
Melinda Gustafson Gervasi is a Madison attorney and author whose current practice focuses on estate planning and probate. She is committed to increasing the public’s understanding of estate planning and probate issues. In 2013 she released her first book, Middle Class Philanthropist where she illustrates how anyone can leave a legacy. Gustafson Gervasi Law Office, LLC, 5555 Odana Rd., Suite 205, Madison, WI 53719
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