Estate Planning BASICS: Avoid Probate, Save Taxes, Protect Your Legacy!

Here at CunninghamLegal, we talk a lot about advanced estate planning strategies, but what about the BASICS? The pandemic made everyone more aware of how quickly life can change—and even younger adults are thinking more seriously about estate planning. How do you know if you need an estate plan? What is a Living Trust and why is it so essential? What are the dangers of probate? How do you prepare for a death or disability? What powers should you give a spouse? A successor Trustee? What documents are essential? What are the common mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!