We know sooner or later that we are going to face death. Planning for this inevitability is not usually on the top of our list of joys in life. But, you and I both know it will matter to our loved ones.
This is one of the conversations I have with my clients. I have found that it helps many couples talk about this in greater depth than they would have otherwise. I think that's because it is more of an intellectual exercise with me as an independent third party, rather than a potentially depressing (or scary) talk just between the couple. It's almost always enlightening for the couple. (amazing what we don't say to each other).
You can easily find a number of articles online that list the important documents you should have, as well as advice on what steps to follow in advance of death (or infirmity). So, why do many people not prepare these documents?
Because it's very human to have good intentions, and yet fail to act on them. Another reason is that I think some people discover it's can be harder work than they initially thought. And so, they put it off for another time. What these articles don't do is push you through the process. That's what I do.
Like many financial matters, the topic of wills and trusts can sometimes seem complicated. It's one of those areas that doesn't get addressed very often as we go about our lives. I can help make sense of these topics, as well as steer you through to completion. So, let's get our affairs in order before we die. Give me a call or send me an email. I'm happy to talk with you.
This is one of the conversations I have with my clients. I have found that it helps many couples talk about this in greater depth than they would have otherwise. I think that's because it is more of an intellectual exercise with me as an independent third party, rather than a potentially depressing (or scary) talk just between the couple. It's almost always enlightening for the couple. (amazing what we don't say to each other).
You can easily find a number of articles online that list the important documents you should have, as well as advice on what steps to follow in advance of death (or infirmity). So, why do many people not prepare these documents?
Because it's very human to have good intentions, and yet fail to act on them. Another reason is that I think some people discover it's can be harder work than they initially thought. And so, they put it off for another time. What these articles don't do is push you through the process. That's what I do.
Like many financial matters, the topic of wills and trusts can sometimes seem complicated. It's one of those areas that doesn't get addressed very often as we go about our lives. I can help make sense of these topics, as well as steer you through to completion. So, let's get our affairs in order before we die. Give me a call or send me an email. I'm happy to talk with you.
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