What Do Different Generations Care Most About In Their Estate Planning?
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Q. My daughter, Abby, is 30 and newly married. Similar to many of her friends, Abby and her husband decided to do their estate planning because the coronavirus got them thinking about their mortality. It got me and my husband, who are baby boomers, to thinking too. What are some of the things people of different generations care most about when it comes to estate
planning?
Critter Corner: What Does a Taking a “Holistic” Approach to Estate Planning Mean?
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In sitting down with my husband to discuss our estate planning, I’m realizing that planning our legacy can be a complicated process. Navigating how to pass on financial assets, real estate, and personal possessions is certainly stressful. In fact, we’ve been putting off estate planning for years due to concerns about difficult conversations with family and fears of
confronting our own mortality.
Now that we are taking action and doing our planning, my friend told me that we want to work with a firm that takes a “holistic approach” to estate planning. But what does “taking a holistic approach” really mean? I’ve seen it mentioned several times, but I'm not sure of the meaning. Thanks for your help!
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Certified Elder Law Attorney and Medicaid Asset Protection Expert, Evan H. Farr, CELA, has written four best-selling books in the field of elder law. For more information and to order, click here.
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