Estate planning basics everyone should be familiar with

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By Lindsey Paige Markus

Lindsey Paige Markus, a shareholder at Chuhak & Tecson P.C., draws on her early career in business, finance and clinically applied neuroscience to communicate with clients and develop creative solutions to fit their estate planning, wealth protection and corporate needs. Lindsey is a dynamic contributor to local news outlets, and has been recognized one of the 40 Under Forty.

Posted October 16, 2019 4:09 PM

Next week marks Estate Planning Awareness Week. While many of my colleagues tease me that this was my invention, the initiative was adopted in 2008 to help the public understand what estate planning is and why it is such a critical component to financial wellness.Time and again, I am surprised by how many clients do not have estate planning documents in place, and of those who do, many have not had them reviewed in decades. According to the National Association of Estate Planners & Councils, it is estimated that more …

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