Wednesday, October 24, 2012

Michael Jackson & Health Ledger have in common....

Question:            What did Heath Ledger and Michael Jackson have in common?
Answer:               Both are Superstars! But, they made similar mistakes when it comes to Estate Planning.

Heath Ledger made the mistake by not updating his will when his daughter was born. MJ created a trust but somehow forgot to fund it.

In both cases, the family paid the price.

Estate planning seriously requires a lot of attention and detailed information. Always remind your clients to review their status annually and pay attention to significant changes in life.

A small mistake will make one regret forever.

Plan Well! Beware of especially the FREE service. No profit, how can you expect the party to deliver you satisfactory and reliable service?