Legacy Planning Guide
Planning your legacy is highly personal and unique to you and your individual needs. What might be an ideal approach for some may not work for others. Knowing where to begin and what questions to ask can be overwhelming. This often results in perpetual delays and even avoidance.
The consequences to such delays or failure to complete the proper planning can be quite costly, potentially exposing the hard-earned assets of your estate to someone else’s wishes rather than your own. If you have questions, Gary Arblaster has the answers!
In his latest book, “Legacy Planning Guide”, Gary unpacks some of the most common characteristics of legacy planning with simplicity and easy to understand explanations. He covers topics such as:
The Importance of Proper Registrations
Choosing and setting up Beneficiaries
Detailed Descriptions of Terminology
Basic Explanations of Wills & Trusts
The differences between the various Power of Attorney options
Social Security, Medicare decisions and even Funeral Planning
Plus much more…..
This resource will assist you in your preparation for the legacy planning phase of your life. Not only will you be mentally prepared to visit with your financial and legal professionals, but you will also be emotionally prepared to tackle the hard topics that we often don’t want to confront.
Arblaster Consulting and Ausdal Financial Partners, Inc. are separately owned and operated.
Check out the background of this firm on FINRA's BrokerCheck.
