As fall approaches and we have a moment to reflect on our time spent with loved ones, now might be the ideal season to review estate-planning documents.
This past year and a half has taught us how uncertain the future is and how precious time is with our loved ones. As people are returning from vacations and spending time with long-separated and isolated family members, it might be the ideal time to address some of that uncertainty. Here are a few items to encourage your clients to check off their summer to-do lists:
By acting today, clients can save their loved ones a lot of heartache in the event of an untimely passing. Making sure loved ones know where to locate documents and having the appropriate financial considerations to ensure they can maintain their lifestyles can be very helpful in difficult times after someone passes away.
For more information on retirement-planning strategies, please contact the Retirement Strategies Group at (800) 722-2333, or email us at RSG@PacificLife.com.
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