Is Your Legacy Secure?

I'm going to press you a bit today because this is important.

I often hear friends and clients say, "I’ve got a plan."

But too often, those plans only cover the immediate—just them and their spouse—and then, nothing. 🤯

If that doesn't bother you, then perhaps your legacy isn't a priority.

But if it does, let's ensure you're prepared:

Do you have:

✅ Wills and Trusts (Updated): Make sure they're regularly updated to reflect your current wishes.

✅ Power of Attorney (PoA) and Healthcare Directives: Assign trusted individuals for financial and healthcare decisions.

✅ Trusted Contact Person (TCP): Add an extra layer of oversight for your peace of mind.

✅ Life Insurance: Ensure your coverage is sufficient to support your family.

✅ Emergency Funds: Maintain a fund for immediate expenses.

Planning ahead not only gives your family peace of mind, but it also secures your legacy.

Have you covered all these bases?