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Estate and Trust Planning - Meredith Hodges - Lucky Three Ranch
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Estate and Trust Planning - Meredith Hodges - Lucky Three Ranch
- Establish a plan that ensures the proper care of your animals should you pass on before they do.
- Check out the laws in your state so that your plan can be carried out.
- Have a conversation with friends, family, and/or business associates who qualify and are willing to take on the responsibility of your last wishes.
- Set aside the funds for your animals' future and the caretakers as well in a trust fund.
- Keep your records organized; regarding the care, feeding, and vet records, including all documents that will help the new crew to move forward with your plan.
- Work with a financial advisor to keep you moving forward with your plan.
- Hire a qualified attorney to draw up your trust and estate plan - this ensures your plan is legal in your state and all documents are filed accordingly.
- DO NOT carry out a written agreement signed by you and your friend. This will not hold up in court.
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