Top 3 Estate Plan Sticking Points

And How to Get Un-Stuck

Most people understand the importance of having a completed will or trust. Through your will, you can provide for loved ones and support the Center for Public Justice (CPJ) and the other causes close to your heart.

But knowing what you need to do, and knowing how to do it are two very different things.

When it comes to finalizing an estate plan, many families get “stuck” for at least one of three common reasons:

Disagreements between spouses. Drafting a plan can be a difficult and emotional process. Like so many things in life, it presents countless opportunities for opposing viewpoints.

A child or loved one with challenging circumstances. If only there were a cookie-cutter solution for dividing assets among heirs! However, many families have at least one child or loved one with special needs or circumstances. Knowing how to best help them can be perplexing.

Selecting the person to handle your estate. Who can you trust to administer your will? What experience or skills do they need? Should you appoint a friend or a professional?

For these sticking points and many more, it’s often wise to turn to a trusted advisor who can help you get “unstuck.”

An experienced planner will not only help you identify creative solutions for your unique circumstances, but they will also help you identify a clear path forward. They can help you save taxes, minimize family disputes, provide for a family member with special needs, avoid probate and unnecessary delays and much, much more.

Through the Center for Public Justice’s partnership with Barnabas Foundation, you have complimentary access to this kind of trusted planning support. At no cost to you, a Barnabas Foundation planner will help you develop a God-honoring plan that provides for your loved ones and supports the causes that mean so much to you.

To learn more and schedule a conversation email Dawn Brotherton at dawn.brotherton@cpjustice.org.