Estate Planning is an essential part of every financial advisors responsbility and is in the best interest of our clients!

I have been recently certified by Integrated Trust Systems and trained to teach the essentials of revocable living trusts and the benefits that a properly funded living trust offers.

I would like to ask you three questions, who have you named, to make critical medical decisions, should you become incapacitated? Who have you named to have access to retirement accounts, bank accounts, life insurance policies and investment accounts in the event of you becoming incapacitated? If you are buying your home or it is paid for, what have you done to make sure your home doesn't go through probate when you die?

It is my belief that every financial advisor should help establish estate planning for their current client and prospective clients.  I’m not qualified to advise on legal or tax issues on estate planning. I will not answer legal or tax questions. Free one-hour video or in-house consultation. Schedule your time now. https://calendly.com/walt-6be/60