Take care of your loved ones by creating or updating your estate plan!
Harold made a trust-based estate plan 20 years ago after his wife died. The idea was to make sure that his house and any others assets would pass to his three middle-aged children without having them have to go through an expensive probate proceeding. In the last few years of his life, one of Harold’s sons, Bill, came to live with him and helped out a lot. A few years before he died, Harold wrote on a piece of lined note paper a list of which child should inherit the china, silverware and other family heirlooms and that he wanted son Bill to be able to continue living in the house as long as...
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