Estate planning can be fun for you and your family is a strange idea, I know. The eventual fun is this. When that last Domino you set up falls into place so you and your family have the protection you and they deserve. Remember that game of setting up Dominoes so you push the first one, it starts the others falling, until the last one falls where you want it to be. This is having your affairs in order.
I thought my first post of 2015 should introduce the main theme of this website and blog. We are all about making this easier for you. It does not have to be hard. Estate Planning, Retirement Planning, Asset Protection Planning, and Closely Held Business Planning all have their complex parts.
Good checklists, guidance and coaching can make it a much easier process. Nothing to be feared and, yes, more enjoyable than you might think.
The people I’ve dealt with over the years eventually want only a few things.
- Safety for their money.
- Enough savings so the income from it will last for the rest of their lives.
- Saving on expenses where possible.
- Protections for the health and other needs of a long life.
- Arrangements so unexpected emergencies can be handled with dignity.
- Protection for those they care about.
These features are important to everyone, whether they have a lot of wealth or not. There are issues even when there is not much wealth.
If these issues are important to you, please share my blog. Feel free to ask me questions. Let me know about what you want me to talk about.
You can read a Blog Post I did (CLICK HERE) on this idea. It will give you a good background on what everyone needs to think about.
Can it be fun? I can’t say it is a day at the beach. However, many folks find learning about these issues interesting at least. Understanding gives a sense of control and independence. As you get everything in order, you can start having some fun with that knowledge; as opposed to being nervous not knowing it.
Most important, when you have your planning in order this can happen. You will breathe a great sigh of relief that what you care about is handled. There are many steps along the way where I can help.
I look forward to working with you.
This is all devoted to guiding you to complete your own Retirement Planning, Estate Planning and Closely Held and Family Business Planning; and you gaining the Peace of Mind that comes from knowing your own future is secure and your family is protected. I help you by coaching, not teaching, so you can complete the work you need to do.
Join in! Ask Questions! Comment on my Blog posts. Most important, get to the Peace of Mind that happens when you complete your Retirement & Estate Planning. Get free “The 9 Safest Ways to Build an Income that Will Last the Rest of Your Life“ and updates of new Blog Posts and other important information by completing and submitting the form below. Also join me on my SCOTT F BARNETT CONSULTING YouTube Channel by CLICKING HERE.
DISCLAIMER: Since I am a member of the Florida Bar I should make it clear interacting with me on this site does not create a lawyer/client relationship. If I would enter into one, it is only after we sign a written agreement setting it up. I am more than happy to help you find a good lawyer when the time comes. I am retired from law practice and now focus on this blog and the matters I discuss in it. (CLICK HERE to see the WHAT I CAN DO FOR YOU! page.) Thanks for understanding.
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