Financial, Investment and Estate Planning Blog
Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!
Estate Planning Awareness Month
As your financial advisor, it's incredibly important for me to ensure you have an estate plan in place — this can help safeguard both your assets and the well-being of your loved ones.
With October being Estate Planning Awareness Month, I am introducing my arrangement with Trust & Will to provide you with education, a 10% discount, and an opportunity to complete your estate plan in less than an hour. (Trust & Will is an unaffiliated company that provides customized estate planning services).Below are some of the major milestones that typically prompt individuals to establish or update an estate plan:
• Having children or grandchildren
• Home or additional property ownership
• Marriage, remarriage, or divorce
• Upcoming travel
• Inheritance of money or other assets
• Moving states
Learn what happens if you die without a will.
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Start your estate plan TODAY and receive 10% off: And Trust & Will provides live member support to help you along the way!
Sound Advice Financial Planning does not provide tax or legal advice. For such guidance, please contact your tax or legal professional.
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