Take a moment, step back, and ask how do I want to be remembered?
While most of us don’t wish to contemplate our own death, doing the
necessary estate and financial planning and having the appropriate family conversations
can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd
and Jeff Perry share experiences and client stories that demonstrate why having your
affairs in order is a wonderful gift to leave behind.
The discussion includes wills, trusts,health care proxies, powers of attorney, and other related documents. Chris mentions the George Kinder “3 Questions”. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below).
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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