Still looking for a New Year’s Resolution? Want one that is extremely beneficial and easy to attain? Why not make 2022 the year you actually get around to making an estate plan or updating that old will?
You’ve worked hard during your life. You’ve saved when others spent. You have accumulated assets. You feel relatively secure that a successful retirement is within reach unless “something” happens.
Which “somethings” are you worried about? Are you concerned about needing the nursing home? Perhaps you are concerned about providing for young children or grandchildren? Maybe you’re worried about taxes.
Part of the estate planning process is to look at your family’s situation and consider what “somethings” could get in your way. Once we’ve identified these issues, then we put proper legal solutions in place to help answer the questions.
Life throws curveballs to all of us. You may not be able to prevent an illness or disability creeping into your life. However, you can plan for the financial ramifications of such an event. You can plan to ensure that your potential health care issues or death has a minimal financial impact on your family. You can plan to ensure your child or spouse has financial security.
With financial success comes responsibility. It is your job to ensure that life’s curveballs don’t disrupt your family’s well being. The first step in obtaining financial confidence is to educate yourself on your potential risks. Then we can craft a plan together to provide answers to life’s tough questions. To learn more, we encourage you to come to one of our Workshops. Register for a workshop HERE.