Do You Have a Financial Plan to Go with Your Estate Plan?

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Do you have a financial plan that incorporate the following key areas?

 Estate Planning:  Provides guidance to help you get your financial house in order.

  • Review your assets for proper ownership and beneficiaries.
  • Consult and coordinate your plan with your attorney, CPA, and other advisors.
  • Address the financial impact of lifestyle changes (death, divorce, disability, and health).

Taxes:  Maximize what you earn by minimizing what you owe.

  • Research tax strategies to minimize your tax liability.
  • Consult and coordinate your plan with your CPA.

Investments:  Focus on the growth and management of your portfolio.

  • Establish a savings plan.
  • Monitor investment performance.
  • Manage and rebalance your portfolio to help reduce risk.

Risk Management:  Manage life risk by making sure your plan can withstand unexpected situations.

  • Review your current financial position.
  • Identify weak points and explore ways to strengthen your plan.

If the answer is “no”, it might be time to do some planning.  There is no time like the present!

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