Estate & Incapacity Resources
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Death is not the opposite of life, but a part of life. And still, this topic is very taboo. Being financial planners, factoring in your ultimate death is always part of our work, but it can still be difficult to address. As a death positive financial planning firm, it’s our promise to meet you where you, actively listening while being open, honest and empathetic.
Six documents you and your loved ones need to help navigate life as you age. Do you have them?
If you said ‘no,’ you are not alone. The number of Americans with a will continues to decrease and is now well below half, 31% according to one survey, and presumably some of those are outdated.