We often refer to an estate plan as the BIG RED BOW that ties an entire financial portfolio together. We believe that assigning your assets and care, and leaving a legacy is the final stage of retirement. You work so hard your entire life, and if an estate plan is not in place when you pass on, the state WILL take over.

 

There are 4 important elements of an estate plan:

  • 1. Will:

    Assigns who will take over your assets and helps ensure the assets are property distributed.

  • 2. Trust:

    Specifies how and when the assets pass to the beneficiaries, can help avoid probate.

  • 3. Power of Attorney:

    Assigns who will manage your finances should you become incapacitated.

  • 4. Health Care Directive:

    Assigns who will make medical decisions if you become incapacitated and provides instructions for your health care.

 

Call Journey Financial Group Today!

Journey Financial Group has partnered with estate planning attorneys who can help you leave the legacy you desire.

Call us at (888) 202-0369 for a more information about estate planning.