Let’s face it – discussing estate planning with your parents might feel about as comfortable as watching a romantic movie scene with them. But unlike your teenage years, this conversation is one you definitely shouldn’t skip. After all, nobody wants to be caught in a messy family situation that could have been avoided with a few candid chats.
So, your great-aunt Mabel left you an unexpected chunk of change. First off, our condolences – and congratulations? (It’s okay to feel both sad and excited – money emotions are complicated!)
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!
