Fall is a Good Time to Review Estate Plans…or Create One

No one likes to think of his or her passing from this world, but death is an event that we all will share in common sooner or hopefully, much later.  Putting together an estate plan can seem daunting, but it is really a fairly simple process for most people.  Not only will it relieve family and friends of sometimes difficult decisions, it is also an empowering process that allows one the opportunity to take control of how assets accumulated in life will pass.  As you begin gathering year end documents for the tax season, fall is also a good time to revisit estate plans—particularly if there has been a major life event in the past year—or to create one if you are currently without a will and/or trust.  If Bonnet House has meant something to you during life, consider leaving a bequest in your estate plan.  For sample language for a bequest to share with your attorney, contact Patrick Shavloske at 954-703-2603 or [email protected].