Estate Planning for Smart People does take off on the better known series. And, for sure, I’m not offering a full-fledged book here. Instead, I write to share some thoughts and provide some guidance for a particular group of people: smart people.

Mark Rubin
Introductory Comments
If you’re here, you’re a smart person. Why? Because you’re devoting time and energy to the estate planning process. It’s a process, for sure, and it does take time and energy. And lots of thinking!
For many reasons the whole estate planning thing makes people uncomfortable. Here are some of those reasons:
- It’s about not being among us.
- Estate planning often involves hard decisions about important matters.
- It can be mysterious and intimidating.
- People