In this episode, we discuss D-I-Y or “do-it-yourself” wills, and how a LOT could go wrong when preparing such an important and essential document on your own. Here, we talk about generic online forms, selecting an executor of an estate, proper inventory and administration of assets and more in this can’t miss episode for Boomers.
Did you know? If you D-I-Y your will, you won’t have the professional guidance to know how to handle changes during big life changes like the following:
- Marriage or divorce
- Birth of a new child or grandchild
- Death of a child, loved one or spouse.
- Diagnosis of catastrophic or long-term illness or disability
- Relocate/Move to a new state
- Significant change in assets or liabilities
- Buy or sell a business
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