Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate.
The Queen of Soul passed away in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills.
As heart-wrenching as this may be for her loved ones, it does highlight a universal truth: setting up a clear and thorough estate strategy can help families manage stress and legal battles after we're gone.
For example, a single will that has been witnessed, notarized, and shared with your loved ones in advance can play a key role in protecting your legacy. Other documents and tools can help, too, depending on your situation.
At the same time, estate conversations take time, sensitivity, and care. I'm here by your side, helping ensure your legacy continues as you envision it.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Franklin Planning and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice