Estate Planning
Date Posted: Feb 10, 2014

Estate Planning: Worth Every Penny...

A bachelor farmer lived in the same community all of his life.  He was proud of his community and was always counted on to contribute to local charities and fundraisers.  Everyone knew that he wanted his estate to be distributed to those same community groups.  He died without a Will and there were no known next-of-kin, so the executor had no option but to liquidate the assets and pay the funds to the government.

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*Reprinted from the Trust Services Bulletin with permission from Concentra Financial. This article does not constitute legal opinion or advice. Readers are cautioned not to act on information provided without seeking specific advise with respect to the particular situation.

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