Ask Karen


What’s Preventing You From Planning?


It’s often difficult to find the time to plan for the future, especially when it comes to life’s most challenging passages. It may be sobering to realize that you must plan now to be certain your wishes for yourself and loved ones will be honored in the future.

By preparing and maintaining an up-to-date will and beneficiary designation forms (for your retirement accounts, life insurance and other assets that can pass outside of your will), you can save your heirs from the problems that can arise when you fail to plan.

In spite of this fact, more than half of adult Americans reportedly do not have a will.

If you would like to learn more about how to move forward with your planning, give me a call or check out to find tips and ideas about getting started.

Let us help you plan for the best tomorrow possible.

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