Ryan Kittredge & Molly Brown Discuss the Human Side of Estate Planning

Ryan Kittredge and Molly Brown of ClearPath Financial Partners talk about Estate Planning. Brown looks at it from the viewpoint of how it affects you and your family, the human side of estate planning. She says it’s not only just about the assets and taxes but about the people and who they are today and who they might become in the future. Is the plan to split everything among the kids evenly? What does the family picture look like, blended families, the inner working that can bring up potentially difficult issues that could lead to family squabbles. Can those issues be brought forward and solved while all the family members are still here.
There are, of course, core documents that everyone should have in place. The will, the powers of attorney, healthcare proxies, perhaps a living trust. ClearPath will help optimize all of that but also help with the difficult conversation and understanding of what happens after your gone.