Estate Planning: Conversations to have with Your Family and Advisors
Ensure your loved ones understand your wishes
You probably don’t like thinking about the end of your life; no one does. But the reality is: that time will come for everyone. It may be difficult to manage your own affairs due to health-related issues leading up to yours or a spouse’s death. Ideally, someone who loves you will take care of you and these matters when it becomes necessary. But, the authority to handle your affairs isn’t automatic for anyone. Even if the necessary legal documents have been drawn up, they may not provide all the information your family needs.
Here’s a brief guide to the official documents you should consider preparing as well as other information you should track so your family will be able to honor your wishes.
Download your Free Copy of Estate Planning Conversations
Share This Article
QUICK LINKS
CONTACT
312-465-8652
terry@tmortonwealthadvisors.com
2340 N. Cramer Street, Suite 403
Milwaukee, Wisconsin, 53211
Terry Morton Wealth Advisors, LLC and Terry Morton offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Terry Morton and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and Terry Morton Wealth Advisors, LLC are independent of each other. Click here for full disclosures.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19965 - 2020/4/1
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Disclosures