Vincenza Vicari-Bentley, AFC
Empowering Financial Wellness Program Coordinator
If you’ve been following along for bit, you know about the 2022 Finance Calendar available as a free download on our site. This resource breaks down important financial tasks with simple things to do each month to improve financial wellness. (Download Here!) One of March’s tasks is to create (or update) a power of attorney. Click to read more about this important estate planning task.
Vincenza Vicari-Bentley, AFC, Empowering Financial Wellness Program Coordinator
When you read the word “estate” in estate planning, are you thinking only wealthy people need that?
The reality of estate planning is that when you own anything of value, you have an estate- and it’s so important to have a plan in place for it after you pass on. Planning for the worst is actually the best way to protect yourself, the people you love and your valuables. Having an estate plan gives you control over protecting your property and possessions and distributing them after your death so they support heirs and your beneficiaries the way YOU want them to.
Your estate plan also protects you. What if you became temporarily incapacitated? Who would handle your affairs? Who would manage your healthcare if you were physically unable to make those decisions? All these decisions can be made as part of your estate plan.
We just launched a free new toolkit that can help you take the initial steps necessary to make your own plan. Click HERE to access the Estate Planning Toolkit: A beginner's guide to estate planning in Utah.
What better way to say “I love you” during the month of Valentine’s!
TAKE A FREE CLASS!
Host a Class
Blog editor and Accredited Financial Counselor sharing real-life money smarts that can help you stay on track with financial goals while still enjoying life!
Follow the fun on Instagram
AS SEEN ON
1st Place National Award in Social Media Education from the National Extension Association of Family and Consumer Sciences
Gold Award in Blog Site category at the 7th annual Education Digital Marketing Awards.
Silver Award in New Media category at the 34th annual Educational Advertising Awards.
Platinum Award in Digital Media, Web Design category at the International Marketing and Communication Awards.