Show Your Loved Ones You Care This Valentine’s Day

Consider a unique way to say “I love you” this Valentine’s Day by providing those close to your heart with estate planning essentials. Planning in advance may ease the burden when your time comes and can help avoid your hard-earned retirement savings from winding up in the wrong hands.
Create a will to offer clear guidance as to how you want your possessions distributed after passing. You should provide an inventory of your assets, including bank account information, investments, life insurance policies and retirement accounts. Any titled property is passed directly to designated beneficiaries and bypasses the will – so ensure these are kept up to date! It is also important to include a financial power of attorney, a health care proxy and a living will to avoid your loved ones from dealing with the pressure of making a difficult decision. Make sure to note where these legal documents are located and the contact information for your financial professionals and attorney.
Working with an experienced financial professional can help maximize your legacy. 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.
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. For a comprehensive review of your personal situation, consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.