Show Your Love This Valentine’s Day

Founder of Pierson Wealth Management & Investment Advisor Representative

Along with the chocolates and roses that you plan to gift your loved ones for Valentine’s Day, consider another unique way to say “I love you” by providing those close to your heart with estate planning essentials. Completing these documents can alleviate the stress of your loved ones when the time comes.

Financial Power of Attorney If you experience a cognitive disability, this document allows your loved one of choice to step in and make financial decisions on your behalf.

Health Care Proxy Similarly, this document will provide a designated individual with the legal ability to make your healthcare decisions if you are no longer able.

Healthcare Directives In the event you become terminally ill, this document, also known as a living will, offers guidance to healthcare professionals regarding your preferences for life-sustaining medical treatments. This avoids your loved ones from dealing with the pressure of making a difficult decision.

Will Having a will provides clear guidance as to how you want your possessions distributed after passing to ensure it falls into the proper hands.

Designated Beneficiaries Any titled property is passed directly to designated beneficiaries and bypasses the will – so it is important to keep these up to date!
For more information on comprehensive planning for you and your loved ones this Valentine’s Day, contact us at (661) 297-7566 or visit www.PiersonWealthManagement.com.
Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic# 0C92500.

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