Mid Year Review

May - August

In our summer meeting we will help you understand and prepare for financial risks. This discussion may cover:

• Contingency planning

  • Do you need to add to or modify your insurance portfolio (life, disability, long term care, liability, etc.)?

  • Could you become financially liable for aging family members or a dependent with special needs?

  • Are there other risks specific to your situation?

• Your estate plan

  • Who will inherit your money when you die?

  • Do you need to create or revise your will or other legal documents?

  • Do you need to create or update a trust? Have you properly implemented your trust?

  • Are your beneficiary designations up to date?

• Legacy planning strategies to coordinate lifetime giving and bequests at your death