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Estate planning is an important piece of your overall financial plan. You worked hard to build your wealth, so shouldn’t you take the time to ensure your legacy gets passed on according to your wishes?
Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. An up to date estate plan is an important component to your overall financial picture.
Did you know that once your estate documents are executed, there might still be more to do? Depending on the nature of your estate plan, your investment accounts may need to be re-titled or your investment strategy may need to change. Not all advisors take the time to ensure that your portfolio is in line with your estate plan. Your wealth advisory team at Barker Financial will routinely discuss estate planning with you. We work in tandem with your estate planning attorney to ensure that your portfolio supports your estate planning goals. Not following through with the financial side of estate planning can negate all of the thoughtful work that went into preparing your plan. Our wealth advisors can help you make sure that doesn't happen and keep you on the path to meeting your financial and estate planning goals.
The following articles have more information about estate planning. We would be happy to set up a complimentary phone call or meeting to discuss how we can help you execute the financial side of your estate plan.
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