Foster Group

Ever play Monopoly?  You know that space you land on, or that card you pick that directs you to, "Go Directly to Jail, Do Not Pass Go, Do Not Collect $200"?  Not fun, nor did the chuckle from your competition add to your enjoyment.  If you don't have a will in place, or haven't reviewed yours in years, please follow those same instructions - just replace "jail" with, "your preferred estate planning attorney."

I recently met with a middle-aged couple who have several children and no estate planning documents whatsoever.  Upon that discovery, I contemplated stopping the meeting and driving them to a trusted estate planning attorney . . . and I'm only half kidding.  When it comes to having a well- balanced and secure financial plan, having a proper will is a critical part of the foundation.

Think there's no need based upon your circumstances?  No problem, so long as you fall into the following, narrowly-defined camp:  you have no family and you'd love for the government to have everything you own after your passing.  If that's not you, get a will in place.

Don't know of a good attorney?  Ask a trusted friend, professional advisor, or us for a referral.  The process is fairly straightforward and painless, but absolutely essential in protecting what's most important to you.  Once done, you are "out of jail" and best wishes on not landing on anyone's properties, especially if they have hotels!