Last month we wrote about one of life’s major transitions: changing jobs. We recommend using that as an opportunity to organize and simplify your life. If you want a copy of that article, call me, or send me an email.
This month I want to talk about a much bigger life-changing event – your final exit – and what you need to do to care about those left behind.
One of the key roles we play in our clients’ lives is to ensure that when they pass on, those left behind are cared for and that their financial affairs are properly managed.
Everyone is different but here are some of the questions we help our clients resolve in discussing their estate plans
When we began our practice over 30 years ago we were surprised at how many people had not prepared adequately. As a result, those left behind often spent months trying to understand the departed’s financial affairs. To help our clients we wrote a book to answer these questions. It is called Before I Go. We also created the Before I Go Workbook to give people a fill-in-the-blank guide.
To order from Amazon, type “Before I Go Korving” in the search bar. Or you can come to our office for a discounted copy.
If you have questions about financial planning, estate planning or investment management please call for an appointment. We are always happy to be of service.
Arie J. Korving, a CERTIFIED FINANCIAL PLANNER™ professional, has been delivering customized wealth management solutions to his clients for more than three decades. Prior to co-founding Korving & Company, he was First Vice President with UBS Wealth Management and held management positions with General Electric.