While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The level of detail will depend on the circumstances of the individual,” he said. “For a basic estate, a simple will and basic healthcare and financial powers may be plenty. For a more complex estate – for example with sizable wealth, business interests, blended families, etc. – more detail will generally be required, including potentially complex and thorough trust documents.” Click here for the full article.
