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Vincenza Vicari-Bentley, AFC Empowering Financial Wellness Program Coordinator  What’s not to love about the holiday season? I’m always down for an excuse to hang out with my loved ones and eat lots of delicious home cooked food. My all time favorite tradition this time of year is talking about our goals for next year. Each family member gets to share what’s on their list of what they would like to accomplish. It can be something big or small but it’s an insightful and relaxed conversation.
Gathering with the family this month can also be an opportunity to talk about estate planning. Ask your parents or grandparents if they have plans in place about what they would like to have happen when they are no longer with us. Talk with your spouse or partner about what you would want to have in place for your own family. It’s not always an easy conversation, but we have a free resource you can download if you need some guidance about how to start the conversation or what documents you’d need as part of your estate plan! The Estate Planning Toolkit can help you gather the information and securely store and organize the important documents needed for the efficient planning of your own estate plan or help your loved ones with their estate planning needs. Having an estate plan in place is one of the kindest, loving things we can do for our family. Download today!
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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! |
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