We need to talk: Communicating your estate plan with your family

This isn’t a fun conversation to have and we all probably need a kick in the pants to get it going. However, getting your estate in order can take a big burden off you and easy the minds of your loved ones so they aren’t left guessing.

Communicating your estate plan and ensuring your family understands your long term wishes is important. Doing so may even increase the likelihood that your estate planning is executed according to your wishes. While it can feel uncomfortable to have such discussions, relying on a team of trusted advisors can help. JP Morgan has a great article to help get you started.

See the full article HERE

Information has been obtained from sources believed to be reliable, but is not guaranteed. The opinions and predictions expressed are those of the author solely and not necessarily the opinions or expectations of Cottonwood Wealth Strategies. No predictions or forecasts can be guaranteed. 
This material does not constitute a recommendation to buy or sell any specific security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of a principal investment.

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