Think estate planning is just for the rich and famous – think again. It’s for anyone who wants to ensure a legacy for their loved ones so there’s no better time than now to get started. And, once it’s done, you’ll have the peace of mind that everything’s sorted.
Let’s face it—talking about wills and powers of attorney (POA) isn’t exactly the most thrilling dinner table topic. But stick with us! Creating these essential documents isn’t just about creating paperwork; it’s about making sure your family doesn’t have to guess what you would have wanted while juggling life’s curveballs.
Talking to your kids, or other loved ones, about your estate plan may not be the easiest topic to bring up, but it’s an important step in preparing your family for the future. By being open and transparent, you can help your family understand your wishes, reduce confusion, and promote harmony when it comes time to manage your affairs.
Retirement should be a time to relax, enjoy life, and do the things you’ve always dreamed of. But let’s face it—managing your finances after retirement can sometimes feel like a second job. Luckily, consolidating your assets with one financial institution, and one financial advisor, can make life a whole lot easier.
Whether you’re starting your estate planning journey or managing a loved one’s legacy, let’s chat. At PenFinancial, we believe planning for tomorrow shouldn’t get in the way of enjoying today.
Think of us as a key partner in all aspects of estate planning—from offering specialized expertise and services, to providing advice on the optimal structure for your accounts, to ensuring your beneficiaries are in place, to supporting your executors when it comes time to settle your account. Send us a message or book an appointment online today!
