The Steps of Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their stress load during an already painful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. While it may feel overwhelming, ShankerValleau can assist you through every step of the estate planning process. Hurdle #1: Deciding Who Gets What A great first step is to think through what you’d like to have happen after you die. Who are your heirs and other beneficiaries? How much should each receive? …
The Importance of Estate Planning
In this two part series, we’ll review the importance of an estate plan and its basic elements. While estate planning may be a difficult topic, a well-structured estate plan provides a great peace of mind. Whether you need a recommendation for an estate planning attorney or assistance implementing your previously drafted estate plan, ShankerValleau is here to help you ensure your wishes are fulfilled in life and death. Fact: When you die, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death …
