Will your family be taken care of when you’re gone?
No one wants to contemplate their own death. Or the death of a loved one. But it happens.
And no one wants to see significant portions of what they’ve spent a lifetime building, going to the Government in the form of taxes, or to lawyers and accountants in the form of fees. But it happens.
At the same time, let’s not forget the emotional costs associated with family disagreements. It’s disheartening how often dormant sibling rivalries surface with the death of a parent. But it happens.
Unfortunately, estate planning tends to be one of the least understood and most poorly executed areas of financial planning.
However, with some planning and guidance, you might be able to say what a few clients have said to me when we were finished our work, “You know, it’s funny, but now that I’m ready to die, I want to get on with living!”
For example, we offer facilitated family meetings to defuse the anxiety and stress that often accompany estate planning issues.
Maybe you, too, could be enjoying a more fulfilling and stress-free life in retirement. We’re here to help you every step of the way.
Call us at 1-877-231-2244 or simply click on the button below.