COVID-19 has upended our plans and shifted our priorities. One task that has climbed up on the to-do list is to get to the estate planning that many have wanted to work on, but there were countless reasons why it remained undone. In recent weeks, many have researched estate planning, which is discussed in the linked article.
After seeing many examples of when families learned (too late) that do-it-yourself programs used by deceased loved ones actually created a lot of unexpected problems, it’s important to keep in mind the limitations of those offerings.