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Getting Your Final Affairs in Order

It is never too early to start planning for the future. Yet, many people shy away from wrapping up their final affairs. In fact, AARP reports that 60% of Americans have no will or other estate planning tools in place. A Embolden Wealth Management advisor can help you determine what estate planning tools work best for your situation and how to iron out the details. The dedicated team will work with you to understand who and what organizations are important to you while assisting you in planning your wealth transfers. In addition, the team will work to help designate your beneficiaries on your investments, properly tilting the registration of your assets, and charitable giving.

Why It’s So Important

A common misunderstanding many people have is that estate planning only handles post-death affairs. Good estate plans also put provisions in place to protect your health and wealth should you become incapacitated. Here are some protections you need in these instances:

  • Giving the right to make medical decisions to people you trust
  • Determining who your legal guardian becomes until you are well
  • Ensuring you continue to fund ongoing investments and bills get paid

Of course, estate planning also helps to simplify the inheritance process. You get the peace of mind of knowing the right people and organizations receive your property.

How To Get Started

Our financial advisors take a good look at your financial situation, health and goals. We then help you determine who you grant power and possessions to and the best ways to do so. Then, we work with you to address any remaining concerns related to trusts and estates.

Are you ready to set your plans in place? Send us a message to get the ball rolling.

Embolden Wealth Management and LPL Financial do not provide legal or tax advice. Please consult your legal or tax representative regarding your specific situation