Be Prepared: The Boy Scouts Have It Right

Being prepared can mean different things to different people.  In the case of planning and the consideration of hiring a Professional Fiduciary I hope you will consider how the development of the relationship can help YOU BE PREPARED. 

Many of the advisors you have worked with through the years have a very specific and often singular task in the bigger picture.  The Professional Fiduciary can serve as a common thread, bringing together all advisors, ensuring you are connected to the appropriate advisors and professionals and ultimately ensuring, you, like the Boy Scouts are always prepared. 

Ask yourself some important questions:

• Do you have a Will?

• Do you also have a Living Trust? 

• Have you considered end of life healthcare issues and have a Durable Power of Healthcare in place to entrust your health advocate and medical professionals with the information they need to treat you with the dignity and care you deserve?

• Do you have a Power of Attorney designated to make sure you are supported when you are no longer able to conduct day to day life tasks?

A Professional Fiduciary can assist in the answers to all these questions and more. 

If you wish to explore how to be better prepared, please contact me.  I look forward to connecting.