Jun 8, 2018
When someone goes through divorce, there are so many aspects to assess, so many decisions to make. With all of the processes to go through, people tend to overlook their financial assets. Estate planning is one of the most vital financial assets to consider, but one that is usually left out.
Why exactly is estate planning a significant asset to check? It’s all about protecting your loved ones from a sudden change in assets. How do we set up an estate plan? What should we prepare for the plan? When is the right time to plan for it? Elizabeth Ruthmansdorfer, a Small Business and Estate Administration Lawyer from the firm Moertl, Wilkins and Campbell takes us through the whole process.
Elizabeth and I discuss:
Elizabeth emphasizes that major life advances are usually the time to make an estate plan. She shares the 5 D’s on estate planning, the right times to make your plan:
Resources:
Elizabeth Ruthmansdorfer’s book: Legal Empowerment for Women Through Estate Planning
Attorney Elizabeth Ruthmansdorfer
Moertl, Wilkins & Campbell - www.lawmwc.com
414-276-4366
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