Imagine You're Dead—Now What?

07/20/20 • 6 min

You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.
This is the audio version of a blog posted on our website (investecwealth.com) on July 20, 2020. The blog post itself can be found here.
Disclaimer: This is only intended to provide a general overview of important estate planning concepts. This document is not intended nor should it be considered as legal advice. Investec Wealth Strategies and its advisors do not provide legal advice. Since estate laws are always subject to interpretations and possible changes in the future, we recommend that you seek the counsel of your attorney concerning your specific situation.

07/20/20 • 6 min

Investec Wealth Strategies - Imagine You're Dead—Now What?

Transcript

Bob and Sally Jones kissed their two young daughters good night. They reminded the baby-sitter about snacks and bedtime hours. Then they got in Bob's car to drive into the city for a date night. They stopped for a traffic light at an intersection with the busy road that led to the interstate. Bob turned to Sally and said, "It's good to get away with you—even if it's just for an evening. We need to do this more often!" Sally smiled as the light changed, and Bob pulled into the intersectio

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