And so this happened: Joan's Story...
Joan and Bob retired in their 60s.
They had no children or known relatives.
They dutifully did their estate planning.
Bob passed away 5 years later.
Joan did not update the plan.
10 years later, Joan was diagnosed with dementia.
When her plan was discovered, Bob, her deceased husband was her first choice to look after her …
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Part Two: And so this Happened...
Joan's Story a Cautionary Tale
Feb 10, 2025
∙ Paid

Lettau's Letters a/k/a/ Denise’s Substack Podcast
Lettau's Letters a/k/a Denise's Substack shares information about the importance of estate planning or as I prefer to call it, Life & Legacy Planning. Planning is not only about death --it encompasses certain aspects of life as well.
Lettau's Letters a/k/a Denise's Substack shares information about the importance of estate planning or as I prefer to call it, Life & Legacy Planning. Planning is not only about death --it encompasses certain aspects of life as well.Listen on
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