"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.
When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.
Creating a will outlines your wishes to your family. Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs. Consider creating or updating your will for National "Make a Will" Month this August.
If you have any questions about your estate strategy, we're here to help.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
The commentary on this blog reflects the personal opinions, viewpoints and analyses of the author, Michael Lehrhaupt providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.