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You have assets and responsibilities and are private and independent about your finances, personal business and assets (most people are). Suddenly, because of an emergency, illness, extended hospital stay, or other reason, you ask a person you trust to step in and manage your affairs for you. But they don’t know very much about your estate, and yet you want them to do a good job.
While they are scrambling like detectives to figure out what to do, where things are, what assets you have, who to call, what income you receive, how to pay your bills, and protect your property and valuables… monumental problems, confusion and expensive mistakes occur (it happens all the time). And the person who pays is you.
We are experts at knowing what specific, critical information and instructions you would want to convey to someone you trust, in the event someone had to step in and manage your estate (your life and life savings) for you. And we make it very easy to help you pinpoint the critical information, and tease out the details. Through one or more interviews, and some fact finding, we prepare a well-organized confidential document which you keep in your safety deposit box until or if it is needed.
Not only does a TIER PLAN contain detailed, practical information about how to properly manage and protect your assets (the number one goal), but it contains your personal instructions that will help guide the person in making decisions that are truly in your best interest and according to your wishes (in Fiduciary Training 101, we learn what it takes to truly act on behalf of someone else when managing their estate).
Take one easy, affordable step now.
Having a TIER PLAN will help ensure your wishes are carried out, that your estate is protected, and help you and your family avoid considerable stress and misunderstandings.
After all, if you have to temporarily allow someone you trust to manage your money and property, you want them to do a good job!
Click here to see a sampling of a TIER PLAN, and then you’ll want one too.
Help your successor be successful.
At Financial Caregiving, our mission is to help you feel confident, comfortable and in control, allowing a trusted person to help you carry out your everyday financial and personal business tasks, if the need arises.