October is Estate & Gift Planning Awareness Month and a great time to make sure that your financial, estate and gift plans are up-to-date.
Staying organized and planning wisely are keys to financial success. As you know short of winning the lottery or inheriting millions, few people attain and maintain financial success and security without forethought, a strategy, and ongoing management. Learn this powerful simple process to make better everyday money decisions so you have the best chance of watching your personal and family dreams become a reality.
As you can see from the graphic, estate & gift planning is one of the personal finance elements that requires attention to keep your financial house in order. Estate and Gift Planning is a financial process that can protect you and your family and is a very important component of your overall financial planning.
Now is the perfect time to put your clients and your estate & gift planning house in order.
The crafting of a good estate plan starts with planning, followed by the proper drafting and signing of appropriate legal documents such as wills, trusts, buy-sell agreements for business owners, durable powers of attorney for financial management, and an advance health-care directive or health-care power of attorney. Having these documents in place saves you and your family a lot of money and time at a very difficult and emotional time. It also allows you to pass on your values, knowledge and assets to future generations and your charitable causes to help make this a better world.
Rich, poor or somewhere in between--that’s about half the adults in your hometown: many prospects that need your assistance and are able to pay for your expertise.
