Anatomy of a Good Estate Plan
In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.
planning for incapacity
Anatomy of a Good Estate Plan
In this episode, Lisa Shoalmire and John Ross discuss the anatomy of a good estate plan. The three phases of a good estate plan: planning for your own incapacity, the non-probate transition of assets at death, and planning for the unexpected.
