The one thing I did not expect to find when looking at the book was a quote relevant to my work world - illness, death and taxes for the middle class. Yet I did.
"Sometimes the questions are complicated and the answers are simple." - Dr. SeussCommonly I am asked by clients "I want certain things to happen when I am gone, and I probably need a trust, right?" Many times they are surprised to learn that I think trusts are over used, creating far more complication than needed. I actually prefer a simple will if it meets the needs of the client. Yes, the questions raised in estate planning can be complicated, but a simple will is often the answer.
Thanks for reading, and remember a blog is not an attorney. Please consult a lawyer in your state for advice specific to your situation.