A lucky estate plan is reaching your 80’s or 90’s without a formal plan. I am not trying to make you feel bad about because I grew up in a home that didn’t have a plan until far to late too.
Yes, a number of my family members instilled the luck of the Irish. If you are anything like me, you already know that bad things can happen.
If you are able – please attend a community education like the class I am teaching on April 4. Otherwise, check out some of these free resources to facilitate your process.
Instead of having a lucky estate plan, have a plan that works when bad things happen.