EPISODE 19—Wrangling financial loose ends before the inevitable end—with Attorney Suren G. Adams

So…who likes to talk about death?
Put your hands up.
Yeah, I don’t know many people who love the topic, especially when they’re the subject.
But death’s a certainty. You won’t have a thing to worry about after you transition from this life, but your stuff isn’t going with you. What about the things you leave behind?

Well, that’s what attorney Suren G. Adams specializes in—helping folks get their final wishes in order before death ushers them to the exit—stage left.

“This is general information from an attorney and estate planner…For detailed information on your specific situation—please seek out the advice of a reputable estate planner,” Adams tells Planet Noun.

Let’s start with her pathway to helping folks wrangle up their loose ends BEFORE the end.

Even if you don’t possess a trove of dollars, jewels, land or vacation homes, Adams recommends that anyone age 18 or over have an estate plan in place.

Adams is based in Maryland, but she recommends the websites Wealth Counsel or Elder Counsel  to help find reputable estate planners across the United States. Adams is a member of both, and recommends out of state callers to these sites.

“It usually means the person who is listed on that website is somebody that is getting very good education, because they put on really good continuing legal education courses, so that’s who I recommend to clients who call from another state that we don’t handle in terms of our licensing. We usually refer them to [those websites], because I can trust that the people on that website are, at least, getting good education, so they should be preparing a good estate plan,” Adams says.

Adams also refers clients to her book, “Leaving a Legacy Instead of a Mess.”

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