Talking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create a plan to make the transition easier for those left, these plans need to happen while you are still here!
Imagine this, you get in a tragic accident tomorrow and pass away. Do your loved ones know where to find your will, your life insurance policies, who to contact when you pass, and where your other assets are located? Is this the case for you, or do you need to work on your plan?
What are some questions to consider? Is there a charity, non for profit, or church you would like to leave money to when you pass? Let’s talk charitable gifting. Do you have enough life insurance to take care of loved ones or other liabilities if you pass or in the event of a disability? Let’s talk life and disability insurance. What tax liabilities will impact beneficiaries as assets pass? Let’s talk about how your assets can be distributed.
LPL Tracking: 1-05090422