Client: Have You Hit Your 2023 Goals?

Are getting your affairs together one of those goals?

We are nearing the end of 2023. Have you taken a recent peek at your original 2023 goals?

One of those goals should have been to get your financial house together. If you are reading this email, you own real estate. If you own real estate, you should really have a living trust to hold that property. In the case of your untimely death, you assuredly would want an orderly dissolution of your house and estate.

Equally as important is to ensure there are guardians for your children, as well as medical and personal property powers of attorney for yourself. These are seriously impactful considerations if something were to happen to you, be it an injury, leave of absence or, God forbid, death.

Before we turn the page on 2023, we wanted to offer our clients one more reminder to take care of these important matters before yet another year begins. Leaving the risk open for too long is not good for you or anyone in your family.

If you are serious about putting an end to this liability, call us today to schedule a free consultation as to how to ensure your financial house is finally in order.

Wishing everyone a fantastic end to 2023.....