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Did you know estate planning is important regardless of your level of wealth or the assets you’ll leave behind? It affects far more than money, as estate documents can affect minor children, health care decisions and more. Reach out to talk it over!
Did you know married couples can split gifts, enabling you to give more? September is a great time to review gifting strategies, estate plans or trusts. As the year winds down, make sure your plans still reflect your goals, and your loved ones’ needs. Message me for more.
Did you know millennials expect to spend two decades or more in retirement? The amount of time you plan to spend in retirement is an important factor, as it directly affects your savings plans. Reach out to me to talk retirement goals.