4 Key Estate Planning Documents Everyone Should ConsiderSubmitted by FSB Premier Wealth Management on October 27th, 2014
The third week in October is designated as National Estate Planning Awareness Week. Estate planning is a critical component of every financial plan, regardless of the size of the estate. Unfortunately, it’s also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action.
In honor of National Estate Planning Week, please watch this short video on the 4 key estate planning documents almost all of us should consider:
4 Key Estate Planning Documents Everyone Should Consider
I would strongly encourage you to visit with an attorney to either create or update these documents, sooner rather than later.
This is also a great time to review beneficiary designations (both primary and contingent) on all of your retirement accounts and insurance products.
If you need help with this, please contact me!
Jordan Alborn, CFP® - VP/Financial Advisor
FSB Premier Wealth Management, Inc.
This material is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. Any opinions expressed are my own, which are derived from my experience and background as a financial advisor. They do not represent those of my employer, FSB Premier Wealth Management, Inc., or any of its affiliates including Farmers State Bank.