A Gift to Help with Your 2011 Resolutions: New Report – What You Don’t Know CAN Hurt Your Family

by Jackie Bedard on February 2, 2011

in Estate Planning,Family Wealth,Guardians,Health Care Directive,Power of Attorney,Trusts,Wills

By Jackie Bedard, Carolina Family Estate Planning

If one of your 2011 resolutions includes getting your financial and legal affairs in order should something unexpectedly happen to you, I have a gift I think you’ll enjoy.

To be specific, I just put the finishing touches on a free report I wrote entitled, “What You Don’t Know CAN Hurt Your Family: 5 Easy Ways to Make Sure Your Children, Wishes and Assets Stay Protected Should Something Happen to You”.

In this report you’ll learn 5 easy ways to get your legal and financial affairs in order.  You won’t even need the help of an attorney for some of these important steps; simply follow my instructions in the guide and cross each item off of your “to-do” list as you go.

You’ll also discover:

  • How to legally name guardians for your minor children in a way that will hold up in a court of law
  • The difference between a will and a trust, and which tool you really need to make sure your family, wishes and assets stay protected upon your passing.
  • The details about a simple document you can use to give someone legal permission to act on your behalf if you were incapacitated in an accident but did not die (…and without this document, your family could be facing some hurdles under the current HIPAA privacy laws!)
  • How to amass your “entire family wealth” and leave a true legacy to your children (hint: you don’t have to be wealthy and it’s easier than you think!)
  • And so much more!

To grab a copy of this report, simply visit http://www.carolinafep.com/5waysrequest.html

I’d also like to encourage you to forward this to any of your family or friends who really need to get their affairs in order.  I would especially encourage you to reach out to anyone who has minor children, owns their own home, cares for aging parents or is approaching retirement age themselves.

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