Estate Planning

Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

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:

Subscribe To Our Newsletter

Get tools and tips to help you with your financial future.

More To Explore

cottage finance
Lists

Passing On The Family Cottage

Top 3 Challenges Families Face and Solutions to Overcome Them A cottage can be a wonderful place that brings families together like nowhere else. Unfortunately,

10 life insurance tips
Lists

10 Life Insurance Tips

1. You don’t buy life insurance because you are going to die, but because those you love are going to live. 2. Start Young –