Hi Reader,
Estate planning isn’t just for the wealthy—it’s essential for young families, single adults, homeowners, and retirees alike.
A well-structured estate plan does more than distribute assets; it ensures your wishes are honored and your loved ones are protected.
With proper planning, you can:
✅ Avoid the costly and public probate process
✅ Ensure minor children are cared for by a trusted guardian
✅ Allow parents to manage young adults’ financial and healthcare matters if needed
✅ Prevent unnecessary estate settlement delays for homeowners
✅ Properly designate retirement & life insurance beneficiaries
💡 Key estate planning documents include:
✔️ Will & Revocable Living Trust
✔️ Financial Power of Attorney
✔️ Advance Health Care Directive
✔️ Beneficiary Designations for Life Insurance & Retirement Accounts
Too often, people delay estate planning because it feels uncomfortable or unnecessary.
But taking action now brings peace of mind for you and security for those you love.
If you’d like to discuss how to put a plan in place, I’d be happy to help.
|
|
David N. Waldrop, CFP®
Owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor.
|