Planning Newsletter - April 2023
Planning Newsletter (click image to open)
Every family should create a Family Emergency User Manual. This is your family’s financial and operational blueprint in case an unexpected crisis happens.
Communicate or leave a Trail on How to Find your User Manual.
Consider gifting to family members or charities during your life so you’re able to enjoy seeing others benefit from your generosity.
A lifetime gifting plan gives you time to better educate and communicate, and it reduces the risk of inheritors using a windfall unwisely.