Making sure your money, assets, or whatever you desire ends up where you want it to end up at the end of your life, make sure you sit down with your lawyer, advisor, and a trustee to establish a good plan.
Brad Brelinski with Curtis, Curtis, and Brelinski says there’s a first step, “Talking about a lot of the misconceptions that are out there. There’s a lot of information in the internet and that can be dangerous.”
You may think that your desires are run of the mill, but modern times have modern problems, and Brelinski says every plan will have it’s nuances. “Everyone has a unique situation. Things get more complicated and more complex. You really have to be careful to plan to make sure your beneficiaries, whomever they may be, if they’re your children or otherwise, really get benefit from your plan.”
If you have questions about estate planning, probate, or business law; call Brad at 787-9481 or visit the office in the Tower Building downtown.
