November 4, 2024 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for November 4, 2024

Estate Planning 101 – The Importance of a Letter to Your Heirs in Retirement

Radon and Murs discuss the often overlooked but crucial topic of creating a letter to your heirs. This letter serves as an essential supplement to your estate planning documents and plays a significant role in ensuring a smooth transition for your loved ones. The episode highlights how this thoughtful approach can simplify the process, ease emotional stress, and transfer the peace of mind you’ve enjoyed during your retirement planning to your heirs.

 

Estate Planning 101 – The Importance of a Letter to Your Heirs in Retirement

Estate planning is a topic that many people shy away from, but it’s one of the most significant discussions you can have for your family’s future. When it comes to planning your estate, most think of essential documents like a will or a trust. However, there is an often overlooked, yet highly valuable, component of estate planning—a personal letter to your heirs. This letter acts as a ….