Dear reader, I am writing to tell you about a recent client experience that has been repeated for many clients. The client came to me for help in creating an estate plan either with a will or trust. We talked about options and drafted the documents and signed them.
Part of our process involves asking clients to check their beneficiaries. “Michelle, I’m so glad you asked me to check my beneficiaries,” the client said in a meeting last week. “I found an old life insurance policy with my ex-wife still named as the beneficiary.” This client recently had surgery. If things had gone wrong during surgery, his ex-wife would have received $75,000. When was the last time you checked your beneficiaries? Hiring an attorney can save you thousands of dollars because attorneys are looking at the whole picture and not the one or two documents or items that you believe you need. At Wilson Legal, we provide solutions that work. The way we provide solutions that work is by encouraging... even nagging clients to check beneficiaries. Don’t give thousands to the wrong person. Check your beneficiaries today!
Michelle Wilson, Eldercare Attorney
Wilson Legal, PC
407 East Maple St., #105
Cumming, GA 30040