Do you have the three Items everyone needs?
You also need a living will that contains provisions and directions related to medical treatments and interventions that you want or do not want taken
And a trust could be set up to safeguard your assets and distribute them to your beneficiaries avoiding a lengthy and costly probate process.
2. A Durable Power of AttorneyThis is written authorization to have someone of your choosing act on your behalf in matters of your choosing in the event that you cannot.
3. Updated Beneficiary Designation FormsBeneficiaries must be kept up to date, life events alter the people you choose to inherit.
If you do not have these 3 essential items, please call to schedule your free estate planning check up today!
Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation. Securities offered through Securities America, Inc., a Registered Broker/Dealer. Member FINRA/SIPC, www.sipc.org, Charles C. Bartler, Registered Representative. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Charles C. Bartler, Investment Advisor Representative. Bartler Wealth Management and Securities America are unaffiliated.