“What if?” may be a hard question to ask ourselves, let alone discuss with a spouse or other family members. But you can make the discussion a positive experience by knowing you’ve tackled what is most important: your family’s future.
The holiday season may offer just the opportunity to discuss this important topic while your family members are gathered together. If something were to happen to you tomorrow, would your family know how to carry out your wishes? Following are some ways to make “breaking the ice” easier.
Your financial advisor is always available to help you refine and communicate your strategy. But it takes a team approach – you, your financial advisor, CPA and attorney – to build a strategy that can help you live life while preparing for the unexpected. For more information or to schedule a family meeting, contact your local branch office today.