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The Million Dollar Meeting

The Million Dollar Meeting

| August 14, 2018

I just had an alarming real-life case that might encourage you to get your estate planning done and/or reviewed. 

Parents of a single child were finally doing their will with the same attorney as their parent's.  During this process, they coordinated with mom and dad and realized that they had everything set up to go to charity if they died first. 

Their plan was written when precious Johnny hadn’t been born, and was completely out of alignment with their wishes. 

Things have now been updated.  If something happens to the young parents, the grandchild will get grandma and grandpa's estate, rather than be completely disinherited. 

Please be responsible and make sure your plan is lined up right to take care of the ones you love!


Tom Gartner, MSAPM, CFP®


This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.