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Planning a trip? Get an estate plan

February 17, 2021 - 00:00
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It’s that time of year: many people are starting to plan their summer trips, especially since most of last year’s trips were cancelled. There’s a lot of planning that can come with planning a trip, aside from packing and gathering all necessary travel documents. Often times, my firm hears from clients who are eager to get their estate plans in order just weeks before they board a flight. They want to ensure their assets are preserved, managed and distributed properly should they face the unexpected. Having an estate plan is among the most important things you can do for your loved ...

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