Ep. 207 Dear Patti: 76% of Americans Have an Estate Plan They've Never Seen

If you have been putting off getting an estate plan and think it's something you still have to do, here's the thing: it's already been done. The state wrote it for you. And it has no idea who you are, what you built, or who you love. It does not know about the estranged sibling, the child with special needs, or the spouse who would be left with far less than you think. It just follows the formula. In this episode, Patti Brennan walks through the consequences of not taking action around building an estate plan, and what to do instead.