Risler Financial Management

Did you know that only one in three American adults have an estate plan that would allow them to leave the legacy they truly desire?  While many families know that having an estate plan is essential, there are a few primary reasons why it never gets completed.  The cost and time of meeting with the attorney can be a deterrent to finalizing a plan.  Many people also become complacent when thinking about what would happen to everything they have worked so hard for if they weren’t here tomorrow. 

Creating an estate plan will always have its complexities, however we believe Trust & Will has created a streamlined process for those that have been delaying this important task.  We hope that you will join us on a webinar where we will touch on the important post-death details an estate plan contains, including nominating guardians for minor children, naming someone to administer your estate, deciding how and to whom assets will be distributed, and wishes for your final arrangements or ceremony.  We will also highlight the details in an estate plan that can impact you while you're still here, such as nominating a medical power of attorney and financial power of attorney. 

Please join us on Tuesday, September 17th, at 4:00 p.m. to learn about the importance of Estate Planning and creating a Will from Eric Dean, CFP®, MBA, CLTC, and Michael Salazar with Trust and Will.

We look forward to seeing you virtually!

Michael Salazar and Trust and Will are not affiliated with or endorsed by LPL Financial and Risler Financial Management.