Protecting what's yours
Protecting What’s Yours (After You Pass) Part 2  
May 17, 2021
Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. This part 2, at 1,413 words, offers step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."
Categories: Article, Estate planning, Family wealth, Financial planning, General audience, Philanthropy/giving, Protecting what's yours, Tax planning, Wealth management
Protecting What’s Yours (After You Pass) Part 1  
April 29, 2021
Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. Part 2 (coming soon) will offer step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."
Categories: Article, Estate planning, Family wealth, Financial planning, General audience, Philanthropy/giving, Protecting what's yours, Tax planning, Wealth management
Protecting What’s Yours (While You’re Alive)  
July 25, 2019
Use this 1,300-word article in its entirety or broken into three parts to cover three tools an individual can employ to protect their health and wealth care interests while they are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney). Includes a summary, when each applies, common scenarios and additional tips for each.
Categories: Advisor role/value, Article, Estate planning, Family wealth, Financial planning, General audience, Protecting what's yours, Report, Wealth management