Chapter 5. What Will Happen to Your Loved Ones?

For most of us, our number one objective is to care for our loved ones. The goals of young-at-heart Jane probably reflect most of our hopes: “...That all our family shares our assets with no acrimony or ill will—that our family enjoys our good fortune—that our estate helps those who need help and continues to grow for those that have the ability to invest for the next generation.” Stephanie, age 42, feels the same way: “I hope I don’t leave a mess for my survivors to deal with. I hope I am remembered fondly, my assets are disbursed according to my wishes, and my family keeps only the things of mine that have meaning and happy memories associated with them.” I couldn’t have said it better ...

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