August 7

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Five Simple Tips To Avoid The Death Tax

“Is your estate plan up to date and complete?”  Although I am not an attorney, this is one of the first questions I ask clients when we begin our relationship, and during a financial planning review.  If your answer is “no” and you want to avoid the death tax for your loved ones, read on.

So, why do you think most folks procrastinate when it comes to estate planning?  Is it that we don't like to think about death?  Do we expect it to be expensive? Is it that we don't understand the process?  Or, is it because we do not want to talk about money.  As a CERTIFIED FINANCIAL PLANNER™ and Certified Money Coach®, I am trained to help make the tough money conversations easy.

Procrastination Is Not Your Buddy

If you've put off estate planning because you don't know where to begin, you will be happy to know the process is easier than you think.  Don't let fear of the unknown prevent you from making a smart decision.  If (heaven forbid) you die without an estate plan in place, your loved ones could potentially be faced with a large and unnecessary death tax bill.  I came across an article in Wealth estate planningManagement called Five Simple Tips To Helping Clients Avoid Probate and thought I would share it with you.  If you want to avoid the death tax for your loved ones, please click here for the full article.

I hope it inspires you to take action!  Questions?  Want direction?  Please give me a call today at 781-413-1090 or click here to pick a time to meet.  Together, we will talk about the steps you need to take and create a simple strategy to get this done.  You will feel so much better knowing this important task is checked off your to-do list!
A wise person once said “a year from now, you will wish you started today”, so what are you waiting for?  Call today and let's get started!

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