As with many topics in the financial planning space - estate planning is often misunderstood and not managed well. Many attorneys are great about creating and getting paid for the initial legal work - but most are not willing to hold you accountable to fund, maintain and update the trust over time. Often the attorneys themselves have no business succession planning to make sure you’re taken care of if something happens to them. If those tasks are not done, or the attorney has no succession planning in place, the trust may not do what you wanted at the time it is most needed!

An attorney’s newsletter examines a few of the important lessons we can learn from the estate planning of some of our country’s most famous presidents.