Science says estate planning is good for your health! Here’s what you need to know to get started.
Submitted by TandemGrowth Financial Advisors LLC on August 1st, 2018
By Jeff Bernier
The last few months have been a whirlwind, and not in a good way. A wave of serious health issues has been turning life upside down for a too-large handful of our clients. The saving grace amid this sudden onslaught has been this: every family we’ve been helping to deal with a health issue each had a sound financial plan in place before their crisis hit. Plus, once they received a diagnosis, they each took the time to revisit their existing estate plan to be sure everything was in order and that their plan reflects the current tax law. Today, they each have a sound plan in place that is aligned with their wishes.
Do you?
