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Dear clients, colleagues....friends
We are moving our COLORADO SPRINGS office location on June 1st
to:
The downtown PLAZA OF THE ROCKIES
121 S. Tejon, Suite 1107, Colorado Springs, CO 80903
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| Q and A with Denisa - Estate Planning |
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- Debt Management and Bankruptcy
- Life Cycle Planning
- Investing
- Home Financing
- Retirement
- Children and College
- Life Insurance
- Marriage and Divorce
- Budgeting and Taxes
- Business Planning and Opportunities
- Estate Planning
- Financial Identity
- Tips and Miscellaneous
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11. Estate Planning
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I receive a lot of questions from you asking about estate planning. Since it is impossible to cram this topic into a few minutes, I will break it down into two parts.
Today, I will talk about what estate planning is and next week we will cover the basic tools to get your estate in order
Estate planning is about letting your loved ones know ahead of time your wishes in the event of your death or disability, therefore it is about having control over some very important things.
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- Like naming a trusted person to make healthcare decisions for you and also to pay your bills if you became disabled.
- or in the event of your death to have a designated guardian for your minor children and indicate how you want your personal items and assets handled.
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So, estate planning is for everyone, not just those who are wealthy, and it does not have to be complicated. Your loved ones are not mind readers, so unless you have a document in place that spells out your wishes, you are leaving them guessing.
Make sure to tune in next week about How to Get Started on Your Personal Estate Plan.
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