Wealth Counselor April 2019  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Happy spring!

I recently came across an article in Psychology Today that alarmed me. According to a recent study on pet ownership, 81% of those surveyed consider their dogs to be "true family members, equal in status to children."

With that staggering statistic, it should come as no surprise that many "pet parents" are starting to make plans for their beloved fur babies in their own estate planning. This led me, in my practice, to ask: "What do 300 Cockatiels, 4 Cats, and 2 Dogs have in common?"

The answer may surprise you. Check out our latest newsletter to find out, and to learn about some methods you, as a trusted advisor, can follow to help clients plan for their cherished animals.

Happy reading,
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What do 300 Cockatiels, 4 Cats, and 2 Dogs have in Common?

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Their owners made a big mess when they died without a plan for them or their care.

Don't let your clients be a punchline and miss out on a crucial planning opportunity. With pets being among the dearest members of the family, you can build great rapport with your clients and their families by helping them protect these vulnerable family members.

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Carrell Blanton Ferris & Associates, PLC