My friend Chelsea’s dad has a clever saying as not to be persuaded by “he said, she said” arguments. He says, “There’s always two sides to every pancake.” It took me a minute to understand what he meant, but honestly, it makes sense! The same goes for estate planning. The intention of the one leaving assets may not be received by the heirs with the same understanding. In fact, they might fight it.
Unfortunately, we hear this story frequently. Whether you’re the one planning or receiving, we want to help you see both sides of the pancake!