Have you been meaning to gather your important financial information, make a list of your account numbers, passwords, usernames, and the names and phone numbers of your financial planner, accountant, attorney, and tax preparer? Are you thinking about making a will or a trust and feeling a little overwhelmed by the process?
If you’ve answered “yes” to these questions, Stonecroft may be able to help.
With the help of Stonecroft’s Planning Your Legacy estate planning guide you can gather this information and create an estate plan that will give you and your family peace of mind knowing that important and sometimes difficult decisions have been made. Medical decisions and advance directives will be spelled out. Provision for your family and loved ones will be well designed, and the charitable organizations you want to bless in your last act of stewardship will be covered.
The Planning Your Legacy guide can help you gather information for your attorney. Your estate planning process will be much easier and less expensive. And it will help you create or update your will or trust and making it easier to carry out and fulfill your wishes because all the information will be conveniently in one place.
To obtain your complimentary Stonecroft Planning Your Legacy guide, contact Whitney Putnam by emailing [email protected].