Do you have a Lucky Estate Plan?

Lucky Estate Plan
Lucky Estate Plan

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.