Category: Family

Why not? You would be surprised how many people DON’T know they have inherited something. 

Did you know:

Your beneficiaries definitely need to know there's something out there for them, even if you don’t tell them exactly what it is. This way you can avoid the all too frequent confusion that goes hand-in-hand with poorly executed Estate Plans.

For example, I have a client who inherited land and didn’t know about it for 15 years. Now he has to go through an intensive research process to figure out what he needs to do, whether he owes back taxes, etc…

This is one of the reasons we help our clients inform their families and even provide free education to avoid this exact type of scenario!