If there is one thing 2020 has taught all of us, is that life can be very uncertain. Plans made may never happen, and it is always best to be prepared for the unexpected. Some individuals may not have the opportunity to spend the holidays with their loved ones this year. Every moment we are living is a gift and should never be taken for granted. A favorite holiday book and movie written by Charles Dickens, A Christmas Carol, always teaches us the lesson about the importance of family, friends, love, and generosity.
The main character, Ebenezer Scrooge, was a miserable, greedy, rich old man who hated family, friends, Christmas, happiness, and charity. It can more than likely be assumed that initially Mr.Scrooge had no interest in sharing his wealth with anyone and had no estate planning documents created due to his greed. Unlike some individuals, Mr. Scrooge was given the opportunity to change his life before it was too late. This holiday season make sure to not be a Scrooge and give the best gift that you can to your family by creating an estate plan. Having a proper estate plan implemented not only creates a sense of peace and security for yourself, but for the people you love as well. If you feel as if you can relate to being like Mr. Ebenezer Scrooge this holiday season, please read below for our best recommended steps in creating the best estate plan.