The start of the New Year almost always brings with it new goals
and resolutions. So, what is the best
way to meet these goals head-on and successfully complete them? Oftentimes, the key is in not taking one giant
leap, but small steps, providing us the best possible chance to succeed!
With estate planning, adopt a similar approach. Taking manageable steps can make all the
difference between completing your estate plan and giving yourself and your
family peace of mind, and putting it off for another year, potentially putting
your loved ones at risk in the event something happens to you. Here are just a few benefits of putting an
estate plan in place:
Nominate an
individual you trust to make health care decisions: Nominating a trusted individual who knows your
health care wishes can ensure your desires are followed. Without planning ahead, your family is likely
to have to go to Court before making health care decisions on your behalf,
incurring additional money and time during an already stressful period.
Name someone to manage
your financial affairs if you are unable to do so: Executing a Financial Power of Attorney ensures
your financial affairs continue seamlessly during your life and any legal decisions
can be made on your behalf. In the
absence of a Financial Power of Attorney, no one can legally make these
decisions for you, whether that person is a spouse, a child, or a close friend.
Provide for your
children and loved ones from future potential creditors, predators, and
unnecessary taxes: Protecting your
loved ones from others and sometimes themselves, can ensure your desires are
followed. A proper plan promotes family
harmony upon your passing by making the process proceed smoothly without undue
stress and delays.
Protect your assets,
both during your lifetime and after: Planning ahead can make all the difference in
protecting your most cherished assets for yourself and your family
members. Advanced planning options to
protect assets in the event of a need for advanced health care expenses may be
warranted to protect your assets.
To take the first step toward giving yourself peace of mind
and a lasting legacy come to our free educational seminar being held in the Village of Hilbert Community Room on
Saturday, February 4th at 10:00 AM. We will be providing an overview of how a
properly drafted comprehensive estate plan can save your family time, money,
and promote harmony among your beneficiaries.
Please call or e-mail our Client Services Director Sandie at sandie@epgwi.com to reserve your spot today!
For more information about this seminar and our upcoming events, go to www.TheEstatePlanningGroup.com today!