It is not easy to contemplate your own mortality, but a good estate plan can bring you peace of mind, make sure your family is provided for, protect your assets, and promote family harmony when you are no longer here. It is well worth the investment of your time to plan now for your family’s future.
Here is an article addressing 10 Basic Questions of Estate Planning. I think you may find it helpful in evaluating your own readiness when it comes to your estate plan.
If you have questions or would like a second opinion regarding your own planning, please give us a call.
Written by Connie C. Guelich, CFP, AEP, CLU, ChFC. This represents our views at the time of this writing, and it is subject to change. It is not intended to be personal investment advice. If you would like to discuss your own account, please don’t hesitate to call us.