Settlement

Settlement is what you do when someone dies.  All too often, clients come to me to plan for their own estates, and, as we explore the estate - what accounts are there?  what property do you have?   We learn that some of their property is actually still titled to people who are dead.

How you can make it easier for your family to write your obituary.  Two reasons why you should write at least an outline for them now.   What to put in, and what to leave out.