Years ago, a client asked me to review her dad’s estate plan, but it never happened, he didn’t want to pay for updates, and after he passed, it turned into a costly mess with multiple documents, a DIY preparer, and a large estate that now has a big family facing $20K–$100K in legal fees.
If you’re even a little worried your parents’ plans aren’t fully buttoned up, spending a little now can save a massive headache later.
I’m always happy to review what the plans say and talk you through your options. If you are in Arizona, let’s start that conversation today call (480) 719-7333.
