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Life can be Confusing: Writing Your Will shouldn’t be…

| December 27, 2017
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You wouldn’t get your eyes examined by a foot doctor or your car repaired by the pizza delivery person, so why would you trust your last Will and Testament to anyone other than financial professionals and an estate planning attorney…people who specialize in protecting your assets and seeing your wishes are carried out.

Some of your estate likely already has built-in transition instructions. For example: A home with a joint deed will transfer automatically to the surviving spouse. But your will could provide instructions when the last of the joint owners passes.

And your retirement funds with named beneficiaries will automatically pass to those beneficiaries. Your will does not play a part, that is unless you have neglected to name a beneficiary or you have named your “estate” as your beneficiary.

You’ve worked all your life to take care of those you love. Knowing which of your assets needs to, or does not need to, be directed by your will can have a lasting impact on your heirs. Don’t neglect this critical step in creating a legacy.

At One Financial Services, we can play an important role in helping you prepare for the future…and beyond. Our One Financial Services team of in-house financial planning professionals, combined with our trusted referral partners will provide you with long-term financial confidence.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. One Financial Services and LPL Financial do not offer legal advice or services.

Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 FMG Suite.

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