Jason Steinman, the newest Partner at Assouline & Berlowe, is happy. Do you know why? Because he just planned out a client’s estate.
Business clients at the firm often ask “is it really necessary to have an estate plan?”
All too many clients believe if they are married that everything will pass to their spouse anyway so it is not necessary. Although that may be what happens, it may not.
IF YOU FAIL TO PLAN, YOU PLAN TO FAIL.
Anyone who has any assets, heirs, children, or money in the bank, should speak to a trust and estate attorney and go over all the types of documents they should have in their estate plan in order to properly protect these assets in case of death or incapacity.
Eric N. Assouline, Esq.