Estate Planning

Estate Planning: 4 Key Documents

Estate Planning: 4 Key Documents

Provided by Eddy H. Shum, CFP®, PFS, MBA, CLU, RFC®

“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein

This saying came across my desk recently, and it got me thinking.  As you know, part of my job as a financial advisor is to help people like you work toward their financial goals. But to do that, we first need to assess your goals, and then effectively outline what must be done to work toward them.  These are the two stages of planning, and both are essential toward reaching your goals. 

One type of planning is particularly important: estate planning. It’s the best way to ensure your loved ones receive what you’ve worked so hard to earn.  It’s also a critical part of creating your own legacy.

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