It may not be pleasant to think about but planning out your financial affairs for when you will be gone can help to bring you comfort. From power of attorney and medical directives to wills and trusts, estate planning is often complicated, and making so many major decisions can feel overwhelming. At Good Life Financial Advisors, we take the time to get to know you, so that we can help you create a plan that provides clear instructions, makes the most of your assets, and takes care of your loved ones.

Creating Clear Instructions

Estate planning involves more than transferring assets to loved ones after you are gone. It also involves protecting yourself and your family while you are alive. A good will is at the heart of any estate plan, but decisions such as power of attorney and advanced medical directives are important, too.

During your consultation, we will have a detailed conversation with you that covers everything you want to happen and everything you want to prevent. This can help to ensure you have covered all of your bases before speaking with your attorney to finalize documents. Through the planning process, we can help you provide clear, comprehensive instructions that can reduce family conflict, ease distribution, and help to settle affairs efficiently.

Taking Care of Loved Ones

We understand that managing your estate can be an emotional process. There are often more decisions to make and strategies to consider than people realize. At the end of the day, estate planning is about preparation, peace of mind, and taking care of your loved ones. We are here to help. Our goal is to make the estate planning process clear, simple, and easy for our clients.

Let’s Get Started

Do you have a plan in place? If you’ve been avoiding creating an estate plan, we can help you get it done. Contact us today for assistance creating a comprehensive estate plan.

Good Life Financial Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.