This conversation was interesting and eye opening. Jake Carlson's practice focuses on three areas: Elder Care, Probate, and Values-Based estate planning.
In this discussion he mentioned an example where a trust wasn't funded properly and two of the children of the recently deceased were denied their inheritance. In another, a senior man worked his entire life in order to amass assets and when he approached death, he realized that he should have been passing on his values rather than accumulating assets.
Examples always help to drive home the point. Please listen to the conversation at:
Find Jake at: https://lifeplanlegalaz.com/
or for a free strategy session call: (602) 910-4068 or signup on his calendar: https://lifeplanlegalaz.com/scheduleconsultation
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