Best Meaning Plans Didn’t Work

Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.

This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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