Fare Well Associates

If you think you're "All Set" because you have a will or other estate planning documents done.....

Well, you might be! But, you might not. It's a coin flip (literally), but you can rig the game by reviewing your accounts and assets to make sure they align with your estate plans. I spend a good chunk of time doing this with my Advance Planning clients, and we almost find something to fix.

(You can read the full report from Wealth Counsel here: https://craft.wealthcounsel.com/images/articles/Estate-Planning-Awareness-Survey-2016-2.pdf)

"Should I try to ask my parents about their end of life plans over the holidays?"

My short answer? "It depends." And if it's the only time of year you'll be together in person, it's probably worth a shot.

Here's a few tips to get you started.

This mighty little business is officially The Bquest-verified, and we are in truly excellent company!

The launch of this platform has the potential to truly revolutionize how caregivers and families access support in tough seasons. Stay tuned for more in the coming weeks!