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Selection Sunday 2017

Three Things #SelectionSunday Can Teach You About Estate Planning

1. If you understand #SelectionSunday, and #MarchMadness, you can most certainly understand estate planning.

I’m always surprised, and even a bit amused, when smart folks tell me they are totally confused about estate planning (meaning wills, trusts, business succession planning, etc.). Yet, at the same time, these people are incredibly knowledgeable about the NCAA March Madness. They know what teams are on the bubble, which teams were playing well at end of season and which weren’t, what the most likely upsets are, and so on.

NCAA Basketballs

If you understand #SelectionSunday and #NCAAMarchMadness, you can most definitely understand estate planning. Don’t believe me? Check out this article, it tells you most everything you need to know. Check it out in between sweating out your bracket. And speaking of your bracket…


2. If you have time to fill out a March Madness bracket (and you do), you also have time to fill out an Estate Planning Questionnaire.

Most everyone I know fills out a March Madness bracket in a (mostly) friendly competition with family, friends, co-workers, or sometimes all three. If you have time to fill out a bracket, why not also put serious thought into securing your future with estate planning? No, I’m not trying to guilt you. It’s just, again, it’s not that hard! You can find my Estate Planning Questionnaire here. It’s a great place to start.

NCAA March Madness bracket

3. Weird stuff happens.

We all know that a huge part of the fun of NCAA March Madness are the upsets. The super thrilling and/or gut wrenching endings that shouldn’t have happened, but somehow did.

It’s a reminder that life, for better or worse, is quite unpredictable. Why not make sure that plans are in place in case something unexpected happens? Regardless of who you’re slating to win it all, I would love to hear from you; let’s schedule an initial free one-hour consultation (at no obligation, of course). Email me at or give me a call at 515-371-6077.

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