Keep your intentions clear
Review the beneficiaries on insurance and retirement accounts, identify documents that need updating, and keep an accessible inventory of important financial relationships.
Coordinate the right conversations
Legacy goals may involve insurance, estate documents, tax considerations and family communication. Coordinate legal documents with an estate planning attorney and tax questions with a qualified tax professional.
Build a practical review habit
Life changes can affect your wishes and needs. Bring questions about marriage, a new child, retirement, a death in the family or other changes to your next review.
Questions worth asking
Does Judy prepare trusts or legal documents?
Legal documents and individualized legal advice should come from an appropriate attorney.
Does an insurance conversation guarantee assets are protected from creditors?
No. Asset ownership and creditor issues require individualized legal guidance.
Educational information only; no legal, tax or investment advisory services are represented here.
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