12/06/2019
2019 is almost over! As you spend time with your family during the holidays, appreciate the joy of being close to them. (Ok, maybe not with Uncle Harry!) But what we often forget to think about during our time of joy, is the reality of the alternative. What situation would your family be in if you couldn't spend the next holiday with them? What would happen to your parents that rely on you to care for them? Who would care for your young children? How can you prevent family/in-law battles over your properties? What would happen to your house? Your business? Even your pets?
Estate Planning is not just for those with high net worth. This misconception has placed many families in difficult situations that could have been prevented with something as simple as a will or living trust.
For 2020, take the next step to protecting your loved ones. Take a simple estate plan "Stress Test" to find out what kind of stress you or your family would incur should something happen to you at this moment. Your real life scenario will put you into context an understanding of your current plan (or lack of) and what concerns or deficiencies you may encounter.
It takes only about 5 minutes! That peppermint mocha will still be warm by the time you're done with this!
The loss of a loved one causes unnatural stress on many people. It is said that losing someone you love is one of the two most powerful emotions in life. Facing the unknown is equally challenging. You can minimize the level of stress that your loved ones incur by doing simple planning ahead of time....