Happy Financial Literacy Month! I love a worthy celebration and during the month of April we should resolve to celebrate financial literacy by making a commitment to starting or maintaining healthy financial habits and money management decisions. In case you have not noticed, we are also a quarter of the way into the new year and this holiday is super appropriate since it’s around this time of the year when many people neglect their new year’s resolutions.
As you renew your financial commitments this quarter, don’t forget that estate planning is also a part of healthy financial management. For example, if your estate plan includes a Financial Power of Attorney, then your money will not be spent on lengthy and costly guardianship court proceedings. You also have the option to make strategic “gifting” decisions to decrease your estate tax liability. There is not a “one size fits all” approach in estate planning Francois Legal Group, LLC can advise you on the best approach to estate planning for you and your situation.
Schedule an Estate Planning consultation with Francois Legal Group, LLC in the month of April and received $100.00 off your estate planning package.