Estate Planning Q&A

Watch Andrea chat with a financial advisor to discuss common questions about estate planning and to answer various misconceptions. She discusses the of necessary documents for everyone to have, not just those with large “estates” with real-life examples of what can go wrong without plans in place.

She says “it is not always about the numbers and the financial components of their estate.” She explains the hold many have on sentimental items and how to avoid your family squabbling if you pass. She uses some celebrities as examples, and other humorous and personal tales to explain the rationale behind an effective estate plan.