Time to Get Your Affairs In Order? | Estate Planning Asset Protection

We Didn’t See This Coming

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If anyone saw this global pandemic coming and didn’t alert the troops, well, shame on them! Things are changing on a daily basis. While the world is adjusting to previously unheard-of restrictions, everyone is trying to make sense of how to behave in the face of this invisible terrorist.

Why Get Your Affairs In Order? The Senior Population Is At Greatest Risk

The mortality rate is high for people 60+ and, it’s even a greater threat if your health is already compromised. So, whether you are in this highly vulnerable group or not, if you’ve been inspired into taking action to get your affairs in order during whatever down time you may be experiencing, I can’t say that’s a bad thing. In fact, it seems like a great motivator to get something important accomplished.

Don’t Hesitate

If you have even the slightest thought that you would like to get your end of life wishes down in writing so that your loved ones will know how to proceed in the event of your death, be it timely or untimely, do not procrastinate a moment longer. If you don’t have legal directives, your loved ones are the ones who will suffer.

Amid A Volatile Stock Market And A Global Pandemic Positive Action Can Help

This is a great time to establish an estate and asset protection plan. Given that we are not sure how this is going to play out, with the volatility of the stock market and the rapid spread of the coronavirus taking positive action in at least one direction might be just the distraction you need.

Technology Helps Social Distancing

With technology at our fingertips, you can exercise social distancing and get your important documents drawn up. I can help you establish your estate and asset protection plan from a distance. We can begin with a phone call and schedule face-to-face meetings via zoom or facetime as needed. We can email documents back and forth. And, today there are now remote online notary services available. So, this may be a blessing-in-disguise for anyone who has been putting off establishing an estate and asset protection plan.

Review Current Plans And Wills

If you would like to review your current will, estate or asset protection plan or create plans for the first time, this is a great time to take action.

If you would like to find out how to begin, give me a call. We can discuss your situation and determine the best way to proceed. I don’t always think that fear is the best motivator, but for some people and in some circumstances it seems to be required.

I pray that everyone stays safe and follows the directives set forth by the World Health Organization (WHO), the Centers for Disease Control (CDC) and your local governing agencies.