The goals of a Will
– Maximize wealth for you and your heirs
– Minimize the impact of liabilities — especially taxes
– Reduce the burden on your family
– Assure continuation of your interest and values
– Include a plan for the unexpected
– Provide peace of mind
Three important things to remember:
– Proper planning provides protection and peace of mind and can help stop elder abuse
– Make sure you choose the “right” executor & attorney
– Don’t take dangerous shortcuts