A few years ago while I was working for a financial services firm, we had a retired couple come into our office. They wanted to make sure their beneficiaries and estate plan was in place and up to date before they went on a trip overseas. They had traveled before and were looking forward to the time they would have together on their adventure. Unfortunately while on their trip, a tragedy occurred and they both lost their lives. We were stunned and saddened by the loss but at the same time, so impressed that they had the foresight to have all their plans in place long before they thought they would need to use them. They were ready so that when they did pass away unexpectedly their wishes and expectations were made known. While none of us ever want to utilize an estate plan, this story is just one example of why it’s best to have your estate planning and beneficiary designations up to date.Read more: 7 Key Benefits of Estate Planning
You know the old saying - "The only two things in life that are for certain are death and taxes."
Taxes - We all prepare for the inevitable tax day of April 15. Annually we spend time, money, and personal resources on the preparation of taxes. No one likes it but we all do it.
Death - More and more of us are planning for this inevitability. In a fraction of the time just one year of tax preparation takes you could have you funeral or memorial services planned and paid for.
Willwerscheid Funeral Home & Cremation Service is proud to announce its participation in Have the Talk of a LifetimeSM, our effort to encourage families to have conversations about life and what matters most. These discussions can help families make important decisions about how they wish to remember and honor the lives of their loved ones.Read more: Talk of a Lifetime