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What Will I Leave My Loved Ones?

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Will

When do you need a will? The answer is easy: RIGHT NOW. We can recommend an extensive network of estate planning attorneys who can help you put it all in writing.

Power of Attorney

We all like to be in control, but it's not always possible. Empowering a trusted person to execute personal and legal matters on your behalf keeps crucial decisions with someone who will put your best interests first.

Living Will

Nearly two-thirds of Americans don't have a living will, don't be one of them. Make sure you have very clear instructions on hand on how to handle difficult life and health decisions if you are not able to make them.

Trusts

Trusts can help you control your assets and build a legacy. We can help you decide what types may be best for you.

All of your important documents and financial account information in one secure digital safebox.

All of your important documents and financial account information in one secure digital safebox.

Access details for all of your investment accounts within one central location. Plus ...

• Create and edit your financial goals and priorities.
• Track your progress against them.
• Work to build wealth through data and guidance.
• Create a secure digital safebox for all of your important legal, financial, and other account details and logins.

(If you do not have a Treece Financial AdviceWorks account, simply contact us at 305-751-8855 to request one.)

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