Estate planning in three easy bites

Here’s a recipe to get your affairs in order.

We think about estate planning in three parts:

1. Legal documentation. It is important to get covered legally with documents that make sense for you and your family. Make sure you work with a team that customizes them accordingly. We also recommend working with real, live specialists, rather than an online .com solution. No sense saving and sorting your whole life, then cutting corners and getting documents that aren’t a good fit for you.

2. Health and insurance. My mom used to say, “You have nothing if you don’t have your health in order.” Some of us aren’t so lucky to have good health. Some of us have things run in our family and need to plan for that. Prepare for the worst and live your best life knowing you’re covered. We can figure out what to put into place to make sure you have coverage needed.

3. Financial distribution. Funds for no matter how long you live. Funds for times when your health is declining. Funds held in safe, time-tested ways that let you breathe easy, no matter what the stock market does.

Ready to get started? Let us know, and we will be happy to meet with you at our offices or via Zoom.