1. I will die.
2. I will take nothing with me.
3. I will probably die at a time I did not anticipate.
4. Someone else will get my “stuff”
5. I can only decide before I die who gets my stuff after I die.
WHO ACTUALLY RECEIVES YOUR WEALTH?
1. Individuals (family/friends)
3. Government (taxes/expenses)
QUESTIONS TO ASK YOURSELF:
1. What is the BEST thing that can happen if I transfer wealth to ___________________?
2. What is the WORST thing that can happen if I transfer wealth to _________________?
3. How serious is it?
4. How Likely is it to occur?
YOUR BENEFICIARIES SHOULD NEVER BE SURPRISED BY YOUR DISTRIBUTION DECISIONS. TALK TO THEM BEFORE YOU DIE!!!
If you would like to discuss your specific situation with us, please contact us today: