Estate Planning

Estate Planning

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These are the Simple Points of Estate Planning:

 

Make an appointment with a lawyer for your will.  While speaking with your lawyer you will be able to name your personal powers of attorney for your health and your property.  These can be different people.  With the will you can also name Trusties for your kids in case you prematurely pass away.

No one wants their kids raised by the wrong people or passed through the courts.

Name Beneficiaries.  These people will receive the valuable items and cash within your estate.

Now it’s time to meet with a reputable Financial Advisor to talk about the beneficiaries for your Life Insurance and your Investments and make sure they are in order.

It’s on YOU to protect and provide for your family!  This point can’t be stressed enough.

Please take the proper steps to plan for your estate.

Get in touch with us if you have any questions:

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*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.