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“Where there’s a will, there’s a way.”

Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy?

August is National “Make a Will” Month.

This is an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

Creating a will outlines your wishes to your family.

Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs. Consider creating or updating your will for National “Make a Will” Month this August.

If you have any questions about your estate strategy, we’re here to help.

  • Current clients who would like to review your will or estate strategy, reach out to your advisor. 

 

  • Not a TVAMP client but want to discuss estate planning or other strategies? Schedule your 15-min introductory call below.

Become empowered with a plan

We remove the complexity

This material was prepared by MarketingPro, Inc.