Estate planning helped family members reconcile

Estate planning isn't always just paperwork - sometimes it brings a family back together. I recently worked with a client in his 90s who hadn't spoken to his daughter in years. Working through his estate helped to reconnect them. That's the kind of thing that doesn't show up in a legal document, but it's exactly why this work matters. In my visit with Julie at Local 3 Plus You, we discussed how to structure a trust when one of your kids struggles with money, why I add "seasons" into documents so they stay flexible as life changes, and how you can prep for family conversations before emotions take over. Plus - might I remind you that your beneficiary designations can override your will entirely. Go check them today. For families looking for a deeper dive into the planning process, I wrote the BoomerTime™ Blueprint which is available as an eBook, paperback and audiobook on Amazon now. Save this and send it to a sibling who's been putting off the planning conversation. #estateplanningattorney #boomertime #podcast #nancycogar #family