Kiplinger

How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too Late

Not long ago I wrote about "Mario," an exceptional handyman hired by attorney "Danny" to remove a concrete shuffleboard court in his back yard.

Through the project, Danny got to know Mario, and they became friends. He learned that Mario owned a house and inherited a considerable amount of money, but he did not have an estate plan. Also, Mario was afraid that if he died without a will or trust, his property might go to "the wrong family members."

And that's where today's story begins. Danny tried for months to get Mario in to meet with an estate planning attorney. "Yeah, Yeah, I know, I should, but I have so

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