“You gotta play to win!”
As the saying goes… you gotta be in it to win it! – Having the basic core documents
- Will
- Revocable Living Trust
- Durable Power of Attorney (POA)
- Medical Directive (Living Will) POA, will get you securely on base with an eye towards home plate.
Have a clear picture of what you own and what it’s all worth.
You might be surprised to find that many people have a general idea of what they’re worth – but are taken aback when their assets and the value of their future earnings are put under the microscope. How surprised might you be? Know your financial picture well. Mysteries and secrets are great for your entertainment, but not your finances! Be proactive. Be the Captain of your financial ship!
For example, more often than not, the heirs of an estate are completely surprised by the value of assets in their deceased loved one’s estate. Time and again, we’ve discovered our beloved ones were actually quite secretive and not at all transparent to their heirs about what they owned. Perhaps this is even you?
Because of issues like these, it is important to take a real inventory of the assets in your family portfolio.
Take pause for honest introspection into your wants and desires for the future use of your money and assets.
First and foremoste, at the end of the day, money is just a tool – a means to an end for our goals! So, what are those goals?
A better life for you… a more secure future… a jump start to success for your children.
- What are the goals for your future use and enjoyment of your hard earned assets? Enjoy the fruits of your labor! You’ve earned it!
- What are the goals for your retirement? A stress-free retirement should be a top priority for all of us!
- Put a safety net in place for your long-term care should major medical, assisted living or nursing home care be needed.
- Pass on your monetary legacy to your heirs or charity of your choice with the least amount of tax impact, legal cost and time & hassle.
Win with a Tailor-Made Estate Plan!
Be proactive. Take Control of your financial future. Don’t live with financial secrets.
Once you have a clear vision of your income stream, assets, beneficiaries and your wants and desires for the future… meeting with a professional to match the most advantageous & relevant strategies for you may well be your final step torwards building your very own Personalized & Winning Estate Plan!
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