Legal Documents All Families Should Have
By Brian, CPA
What are the documents that any family should have in place, "just in case?"
First, a disclaimer: The author IS NOT a lawyer, and these are "lawyer" topics. It can be very persuasively argued that this is not necessarily a good "do it yourself" area. IF EVERYONE IS AGREEABLE, DIY software or similar approaches MAY do fine. But crises tend to bring the worst out in some people, something I've seen time & time again as a tax accountant doing primarily estate and trust related work.