"What keeps you up at night?" This is one of the first questions I ask clients that I am sitting down with for the first time. Their answers vary from "making sure my family is cared for if something happens to me," "ensuring my child doesn't spend the money I leave her frivolously," to "leaving money to the charities I care about." The answers to all of these questions and more start with proper estate planning.
Many people make the mistake of thinking they don't need to do estate planning because they don't understand what it really entails & they don't start early enough. The truth is no one knows the future, but we can plan for the unexpected by being prepared. Your estate includes real estate, stocks, bonds, business interests, retirement plans, and anything else you own.
A successful estate plan will involve the effort of a team of professionals working together. Your first step should be having a conversation with a Financial Planner about what is important to you so he/she can help you craft a plan that helps you accomplish the money management of your estate as well as any tax planning needed for your situation. Your next step should be meeting with an estate planning attorney to draft the necessary documents. Once you have a properly planned and implemented a strategy you can get back to enjoying life and a good night's sleep.
Have more questions about Estate planning and conservation? Attend our FREE workshop where we will answer some of the most common estate questions clients have.
Wednesday, April 24th 6:00PM-7:30PM
Saturday, April 27th 10:30AM-12:00PM
15350 SW Sequoia Parkway, Portland, OR 97224
Seating Limited; Please RSVP 503-906-5205 x8
See our website for more information: www.fi-team.com
Investment advisory services offered through Financial Investment Team, Inc., an investment advisor registered with the U.S. SEC. Securities offered through Peak Brokerage Services, LLC. Member FINRA/SIPC. Financial Investment Team, Inc. is a separate and independent entity from Peak Brokerage Services, LLC.
California Insurance Licenses OG28007, OE79360
Financial Investment Team
15350 SW Sequoia Pkwy., Ste. 150
Portland, Oregon 97224