Communicating your values and goals today can help your loved ones through tomorrow.

ESTATE AND LEGACY GUIDANCE FOR YOU AND THOSE YOU LOVE

Give your loved ones the greatest gift! This 12-page guide can help you understand the basics of estate planning, including:

  • Areas your will should address (and who should write it)

  • The two types of trusts – and how they can help reduce the chance of a family conflict

  • A checklist to help you select the right person to carry our your wishes

'Be prepared for the future. Communicate your wishes now to help empower your family members no matter what the future holds.'

Michelle and Bev
Bertram Financial
608-987-1511
http://bertramfinancial.com

 

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

This guide is designed to provide general information on the subjects covered. It is not intended to serve as the basis for an individual’s financial decisions. The firm providing the guide is not permitted to offer, and no statement contained in the guide shall constitute tax or legal advice.  Individuals are highly encouraged to consult with a  qualified professional before making any decisions about their personal situation.