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Estate Planning

Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse.

We’ve put together an infographic checklist that can help you get started on this. We know this can be a difficult conversation so we’re here to help and provide guidance.

The Children

Make sure you have a will that:

Assets and Liabilities

Make sure you have a will that:

Ongoing Needs

What are your family’s ongoing needs?

Make sure you review your insurance.

Execution: It’s good to go through this but you need to do this. Besides doing it yourself, here’s a list of the individuals that can help:

There are definitely unique situations in many families and things can get complicated so please use this when you feel it’s applicable.

Next steps…

Contact Me about helping you get your estate planning in order so you can gain peace of mind that your family is taken care of.