Did You Receive a Flow Chart as Part of Your Estate Plan?
Attorneys spend several hours preparing customized Wills, Trusts, and Durable Powers of Attorney. But do they prepare a flow chart that shows where assets will go under their client's estate plan? Some attorneys summarize key provisions for their clients. Yet, these carefully crafted estate plans lack any basis in reality and your assets might not go to the individuals as planned if there is no flow chart outlining the details. In this post, I explain how a flow chart can prevent this unintended consequence.
