Preparation is key, but what happens when it’s time to enact in a state plan? How do assets move and change ownership to beneficiaries? Do you know the beneficiaries on your account or your parents’ account? What accounts does mom or dad have? There are so many moving parts, the scramble can be overwhelming.
ATLANTA – In this episode, Mark and Evan Fricks illuminate the critical importance of up-to-date estate plans and guide you through the process of asset transition with compassion and clarity. We touch on how our clients use their Professional Record Organizer (PRO), an organization tool that helps your heirs have the essential information they need to honor your wishes and protect your life’s work. We discuss various tasks, from organizing pet care to community memberships to digital platform instructions, with the hope of easing the burden on the people you care about most and working to safeguard your legacy.
