Scoop Up These Estate Planning Tips Before Summer Melts Away
As July melts away (faster than an ice cream cone in the sun), we’re squeezing in one last scoop of National Ice Cream Month, and sharing some food for thought on estate planning tips in the process.
Just like choosing your favorite ice cream flavor, planning your estate comes with a lot of options. Cone or cup? Chocolate or mint chip? Similarly, you can start with a basic “vanilla” will, then add custom touches: like timing inheritance, including charitable gifts, or planning for blended families. Like your favorite ice cream order, estate planning is personal. From choosing how assets are transferred to adding customized provisions, your plan should reflect your life, your values, and your legacy.
Like your ideal sundae, your estate plan should reflect your life, your values, and your legacy.
In our latest newsletter, we break down:
- The “ice cream dilemma” of having too many options (and how to simplify decision-making)
- Different “flavors” of transferring assets outside of probate
- Creative “toppings” like inheritance timing, trust structures, and charitable giving
- Why even the best estate plans can melt or go stale without regular reviews
Whether you’re just starting out or ready to revisit your plan, we’ve got estate planning tips to keep things smooth, sweet, and stress-free for the people you care about.
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